Susan Kincaid

Susan Kincaid has more than 20 years in the financial services industry working with individual clients, families, and coaching financial consultants/advisors. Building sustainable relationships has been a cornerstone of my career for empowerment and execution. I find positive energy and accept with enthusiasm working with clients, helping them achieve their goals. I focus on getting results—whether it is coaching or developing strategic relationships and offering marketing or solutions to match the client’s needs. I have a passion to help people and I bring that energy into each encounter as I am working with clients. I want to see my clients achieve their healthcare, protection and retirement goals with ease and being well-informed by educating my clients on the optimal solutions.

Susan’s experience includes financial services investment firms, 20+ years; additional experience in the manufacturing industry, mortgage industry, and the insurance industry; skills in business operations management, performance management and financial management.