Client Services Manager
Susan Fleischer joined Storey & Associates in 2012 and serves as Manager of Client Services. Having been in the financial planning industry since 1998, her experience spans from managing all phases of the planning process to working directly with clients to implement and monitor their financial goals. She also has extensive experience developing operational processes and procedures. Her current responsibilities include overseeing the new account process and ongoing portfolio administration.
Susan earned a Bachelor of Business Administration degree with a major in Finance from Kent State University. She is a member of the University of Akron Women’s Club and resides in Tallmadge with her husband and young daughter. She enjoys volunteering in the PTA at her daughter’s school, spending time with her family, and tap dancing with her daughter.