Meet the Team

Susan has been helping clients manage their finances for more than 30 years since 1994.  She has been a practicing Certified Financial Planner (CFP) since October, 1999.  Prior to starting her private practice, she worked for Citicorp Investment Services as a Citigold Executive where she helped clients with their investment and banking needs.

In addition to financial planning, Susan also helps clients with managing their assets, tax preparation, life insurance and mortgages. She also helps clients work on spending and debt relief plans. Check out her resources page to see the numerous free seminars she does for people, including new couples getting married, as well as other financial planning and tax topics.

In addition to being a CFP, she holds her Series 7 and 63 investment licenses and is licensed to sell investments in CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, PA, RI, TX and insurance in NY, NJ, FL, CT, MA. Plus we are able get licensed in additional states as required. Her NMLS is #414708 (for mortgages) California.

You can reach Susan at Susan@SQuigleyfinancial.com

Anne has worked with Susan since 2007 as an Administrative Associate , helping to keep the office running and assisting clients with any service issues they may have. The best way to reach Anne is on Tuesdays and Thursdays, via email use Anne@SQuigleyfinancial.com 

Suhaib has been working full-time since October of 2021 as a Communications Coordinator and Client Services Associate. His focus is on helping clients solve account related issues, as well as helping Susan create financial plans and complete insurance policies. Suhaib has graduated from Macaulay Honors College at Baruch College with a Major in Finance and Minor in Real Estate and NYC Studies, currently pursuing his MBA. You can reach Suhaib via email at Suhaib@SQuigleyfinancial.com

Andrew is a full time member of the team, starting in January of 2024. He helps monitor the portfolios as well as researching new ideas. Andrew helps create and stress test financial models in order to determine the best mix of investments that would benefit each of our clients.  The best way to reach Andrew is through Andrew@SQuigleyfinancial.com

AnnMarie has been with Susan for 10+ years and is an experienced tax preparer and bookkeeper. She has her certification with QuickBooks Online and services our payroll and 401K. AnnMarie has extensive knowledge of tax code and works with clients to optimize their tax strategies. She is also a licensed property and casualty insurance broker. You can get in touch with her via email, Annmarie@SQuigleyfinancial.com