Susan grew up in Falmouth. She graduated from Boston College with a Bachelor of Arts in Economics in 1993 and earned her law degree from Boston College Law School in 1997.
After graduating from law school, Susan worked for PriceWaterhouseCoopers in Boston and Philadelphia in their multi-state corporate tax consulting groups. After leaving PriceWaterhouseCoopers, Susan moved back to Falmouth with her husband, Seth, who is also an attorney on Cape Cod.
Susan practiced law for twelve years before deciding to return to the financial industry. In 2018 she founded Roman Retirement Planning, LLC in order to serve her clients in the way she felt was best for each individual. Susan values the Fiduciary standard she is held to and always works in the best interests of her clients. She is proud to have earned her CERTIFIED FINANCIAL PLANNER™ marks and is also a licensed Investment Adviser Representative.
Susan serves as Treasurer of the Board of Directors for Falmouth Volunteers in Public Schools
(VIPS) and she sits on the Board of Directors for the Falmouth Housing Trust
. She is also a member of the Mashpee Chamber of Commerce
and the Falmouth Rotary Club
. Susan resides in Falmouth with her husband and four children.