Susan O’Connor
Susan O'Connor is a licensed advisor at BGIP and brings a fresh perspective to financial planning for young families and individuals. With a focus on protecting assets, retirement planning, and education savings, Susan leverages her deep community connections to provide personalized service.
Susan also leads marketing and new business development at BGIP which has deepened her connection to the team and also the future of BGIP.
Susan's passion for client service and her ability to connect people make her an invaluable asset to our team. Her long-term vision includes building a diverse clientele and helping families achieve financial freedom. Susan's commitment to her clients' success is evident in her approach, always striving to provide recommendations that foster both financial growth and social relationships.