Your life's goals

• CA
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• DE
• FL
• GA
• HI
• IL
• KY
• MA
• MD
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• NC
• NH
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• NY
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Susan brings over 40 years of career experience in the financial services industry, working for the industry's leading firms and weathering numerous challenging market cycles. She is an ardent and outspoken supporter of the free market and steadfastly believes in the resilience of American entrepreneurship. She has structured her entire practice around one simple, but critical philosophical tenet: The client always comes first.

While overcoming the challenges of building a business as a young, single mother, she went on to build a very successful wealth management practice in Brevard County and went on to achieve the title of Senior Vice President - Wealth Management and Wealth Advisor. In addition, she and her husband Don own and operate locally-based SBS Precision Metal.

Building upon her strong faith, Susan is a proud supporter of various charities and community institutions such as the Jess Parrish Medical Center, American Cancer Society, Florida Institute of Technology, and the Brevard Symphony Orchestra, among others. She is also an active member and supporter of Georgianna United Methodist Church.

Susan enjoys traveling the world, fine wine, and catching up with friends and family. She is particularly fond of London, but also enjoys visiting her summer home in Ocean Grove, New Jersey and her hometown in Erie, Pennsylvania.

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• KY
• MA
• MD
• MN
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• VA
• WA
• WY

Dan serves families and institutions by taking time taking time to fully understand their situations. He utilizes financial planning and long-term portfolio management principles to optimize investment performance. By working with your tax advisors and attorneys, he implements estate planning strategies to manage tax efficiency and legacy wealth transfers unique to your needs. 

Dan has 10 years of financial industry experience and joined the Indian River Wealth Management Team in 2018 after spending five years developing and managing investment advisory programs for two of the largest wealth management firms in the U.S. He holds an MBA from the New York University Leonard N. Stern School of Business and a BS in Systems Engineering from the United States Naval Academy.

Prior to entering finance, Dan spent 11 years in the U.S. Navy as a Naval Flight Officer on the EP-3 Aries II and P-3 Orion aircraft. He flew combat missions in Iraq and Afghanistan and peacetime missions in Asia. During his shore duty, he served as an acquisition professional leading the Navy’s developmental testing of a $150 million multi-service data link control system. Dan transitioned to the wealth management industry due to the ability to establish the long-term relationships based on trust like he experienced in the military.

Dan enjoys spending time with his wife Brittany and their two young children, supporting veterans, and golfing. Dan met Brittany—a native of Indialantic—while stationed at NAS Jacksonville, FL. He serves as the Donor Relations Chair of the MOAACC Scholarship Corporation. In addition, he is a member of the CFA® Institute and the CFA Society of Orlando and he holds the Certified Private Wealth Advisor® designation administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

• U.S. Naval Academy, B.S., Systems Engineering
• NYU Stern School of Business, MBA

• Chartered Financial Analyst®
• Certified Private Wealth Advisor®
• Institutional Consultant, UBS Institutional Consulting Program

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• KY
• MA
• MD
• MN
• NC
• NH
• NJ
• NV
• NY
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• VA
• VT
• WA
• WY

Maria brings her 20 years of experience to us all the way from El Paso Texas where she graduated from the University of Texas at El Paso. As a Wealth Management Associate, she assists clients in various capacities including portfolio reporting, monitoring financial plans, account maintenance, trading support , and disbursements. She is FINRA Series 7, 66, and Life, Health, & Variable Annuities licensed.

Maria resides in Viera, FL, with her husband Adrian and their young daughter. She enjoys spending time with her family and playing tennis. Maria is fluent in Spanish and English.

• University of Texas, El Paso, Bachelor of Science

Jane, a graduate of Smith College, has over 35 years of financial services experience in Brevard County. After initially retiring from the industry from Morgan Stanley, she joined UBS and the Indian River Wealth Management Group focusing on business management and marketing. Jane resides in Suntree, FL and enjoys spending time with her children and grandchildren and is an avid trivia buff.

• Smith College, Bachelor of Arts

Lucy is an integral part of the Indian River Wealth Management Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Lucy also assists in delivering customized service and solutions, always striving to exceed clients' expectations. 

Lucy came to Brevard County in 1995 from Long Island, New York with her husband and two sons. She was names "Person of the Year" in 2003 for her volunteer work in the Suntree community. Lucy enjoys cooking, reading, biking and traveling.