Sue A. Cerwin
Registered Assistant & Office Manager
Sue, as a Registered Assistant of SagePoint Financial, Inc. and an assistant to George, provides customer service to their Clients, oversees the day-to-day operations for GFC Financial Management and ensuring the Office complies with all government regulations. Sue's #1 priority is You – Our Client! Sue handles all account needs including trades, transfers, distributions, and service, reporting everything with skill, knowledge, and care. Sue holds the securities registrations series 7 and 63 and is licensed for insurance for life, health, and variable. She has been a Real Estate Sales Associate since 1991 and is currently affiliated with Coldwell Banker Residential Referral Network. Sue was born in Muskegon, Michigan but raised in St. Petersburg, Florida. As a husband and wife team Sue and George combined their talents in 1992 and founded GFC Financial Management. Please feel free to contact Sue with any of your account needs.