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Sue Herman

Sue Herman
Administrative Assistant
sue.herman@lpl.com

Sue Herman | Administrative Assistant

Sue has been an integral part of Pence Wealth Management’s team since 2013 and serves as Administrative Assistant to both Laila and Dryden Pence in the Newport Beach Office.

Sue maintains the daily front office dynamics and procedures by managing the office meeting schedules and client database. She schedules clients’ meetings and also coordinate’s executives’ and financial advisors’ travel arrangements out of the Newport Beach office. She also serves as Laila Pence’s personal assistant

Sue has previously worked in local corporate offices within Orange County, California.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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