Susan D. Finley

After more than 20 years as an educator and another 10 years working in the insurance and financial advisory industries, Susan joined Crossbridge Financial Group in 2017 as a client services manager. Susan is responsible for providing service and support to private wealth advisors Doug Weaver, ChFC^®, CRPC^® and Uwe Schweikert, as well as their clients, meeting their needs while always seeking to exceed expectations. She is passionate about the pursuit of financial freedom for everyone through the achievement of financial goals.

A graduate of Mars Hill College with a bachelor’s degree, Susan also has earned two additional graduate degrees. A student by nature, she is always furthering her education to improve her service to others. Susan holds education and insurance licenses in the areas of property, casualty, accident, and health or sickness, and life (with variable life and annuities). She also holds FINRA Series 7 and 66 securities registrations and serves as a North Carolina notary public.

Susan resides in Whitsett, North Carolina, with her cockapoo furry child. She is a native of Alamance County, North Carolina, but has also lived and worked in Virginia, Georgia, and Texas. Susan has a passion for helping those in need, donating time and material goods to organizations that provide food, clothing, and job assistance, and even occasionally serving as a wedding officiant. She enjoys reading and writing, playing games, watching movies, and attending concerts and baseball games.