Glow & Co provides individuals and families with complex financial situations a comprehensive approach to managing all facets of their financial lives, ensuring that their assets are the most productive, organized and efficient possible.
CONFIDENCE INSPIRES TRUST
“Financial know how, in-depth investing knowledge, and the willingness to go the extra mile. Yet, the most important quality of Susan… she truly cares.”
Over the years Susan has worked with my family she has consistently demonstrated her exceptional competence and dedication. Moreover, she has invested the time to understand our needs, and to help us understand our needs as they have evolved with our circumstances. Her work is exceptional, and her ability to ensure that necessary actions are taken, even when the hectic pace of our lives makes it shockingly difficult, is unsurpassed. She has been and remains an ally we can rely on in the clutch. I recommend her without reservation.
— S.F., client
I’ve had the privilege to work in tandem with Susan for over a decade. She is tireless in her role as primary coordinator between our mutual clients and a cadre of financial and professional service providers. She is responsive, flexible, an excellent communicator and a creative problem-solver. Her business savvy, polish and professionalism warrant my highest recommendation!
— J.M., collaborating CPA
Susan and I have collaborated on many projects for mutual clients. She is organized, personable and loyal. Susan is diligent and tracks progress until every last detail is complete. Not only is she efficient and knowledgeable, she’s an absolute pleasure to work with. I recommend her highly.
— J.M., collaborating adviser
I have worked with Susan for nearly five years on a mutual client. Susan has always been professional, prepared, and very knowledgeable. The work she does for her clients is priceless. She takes care of their financial, personal and family needs. She is always willing to do what it takes to get things done in a timely matter and her work is thorough. Susan has more wonderful qualities that you can mention. She has financial know how, in-depth investing knowledge, and the willingness to go the extra mile. Yet, the most important quality of Susan… she truly cares.
— D.M., bank SVP
I had the opportunity to work with Susan for close to ten years on a mutual client of ours. While we were responsible for the preparation of the client’s tax returns, Susan was responsible for literally everything else. Be it coordinating bookkeeping, gathering data, or racing to the airport to obtain signatures before the plane takes off, Susan’s continued preparedness and knowledge of her clients is unmatched by anyone I’ve had the opportunity to work with. Her efforts helped us to maximize our efficiency with the preparation of our client’s returns and overall made our jobs easier as a result. Susan works tirelessly to ensure the needs of her clients are met and I cannot recommend her highly enough. You will not be disappointed.
— J.B., collaborating CPA
I have had the pleasure to know and work with Susan for more than 15 years with several mutual clients. During this time, I have observed Susan’s professionalism, competency, attention to detail, and unparalleled follow through. Above all is Susan’s focus on the needs of her clients and her positive attitude.
— M.W., collaborating adviser
For years, Susan has helped me make sense of my portfolio and has ensured that all of the moving pieces are moving in the right direction. Her approachability and thoroughness have made it easier for me to understand my situation when I want more information, while relaxing in the knowledge that she’s handling it if I don’t. She is very responsive and I rely on her without question.
— M.B., cLIENT
Susan has helped me since I was young, too young to understand what my money meant. She has helped me learn to budget, apply for loans, buy a car and a house, learn the basics about investing, and has generally kept everything running smoothly. Now that I’m older and married, she’s helping me plan for our future and figure out what we need to do as a couple that’s different from when we were single. She is always available to help with whatever we need. I can’t recommend her highly enough!