Susan has worked in the investment industry for over 25 years with her start in operations at Investment Network, the financial services division of St. Paul Federal Bank in Chicago. She has been a valuable individual to Dan personally and professionally as his assistant since leaving St. Paul Federal Bank.
As an administrative assistant supporting a financial advisor, she brings precision, discretion, and a client-first mindset to every aspect of her work. With a strong foundation in financial services operations, she manages documentation and client communications to ensure seamless service delivery and regulatory compliance.
Born and raised in the Chicago area, she holds a Bachelor’s Degree in Economics from Elmhurst College, Elmhurst IL. She is an instrumental partner of Antioho Investment Planning Group LLC and vital to its continued success. In addition to her commitment to Antioho Investment Planning Group and her family she is very active with their condo association and community.