“I’ve found my place, and it’s the best of both worlds.”
Susan Sukys grew up in an entrepreneurial family. Early on, she worked in a family business, but later sold it and began a career as a teacher. After diving into education, Susan realized she missed the business world when she was asked to help a friend during tax season. This opened a door to the independent space in the financial services industry. In 2005, Susan founded Mosaic Financial Group, a firm that offers comprehensive advice and guidance to clients working towards financial freedom. Tune into Episode 154: The Best of Both Worlds, to learn about:
The value of offering a broad menu to clients
How to build lasting partnerships
The key to empowering team members
Why teamwork is essential to Susan’s business
Listen to the full episode to hear about Susan’s journey!
About Susan Sukys of Mosaic Financial Group
Susan Sukys is the owner of Mosaic Financial Group. She graduated with a bachelor’s degree in business and also has a master’s degree in humanities. Susan holds FINRA Series 7 and 66 licenses, life, health, long-term care, and disability insurance licenses, and has her CFP® certification. Susan enjoys personally talking with clients and listening to their financial goals, then finding tools and investments to try and make their goals a reality. Outside of work, Susan spends time with family and friends. She enjoys trying new foods while traveling and is an avid reader.
Mosaic Financial Group, LLC is in Mount Vernon, Ohio. Susan and her team strive to provide a new level of service and customization to clients who desire a true partnership with their financial advisor. The firm focuses on delivering comprehensive advice to clients, considering their finances, goals, and wishes.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial Group, Inc. are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
The Mosaic Financial Group and Cambridge are not affiliated.