SUE HERMAN

Administrative Assistant
sue.herman@lpl.com

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.

LEARN MORE ABOUT US

Image is not available

Our team members have spent decades in the industry, providing financial guidance for clients like you.

Image is not available

Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

Image is not available

With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

Image is not available

LPL Financial was founded with a vision to help financial advisors establish successful businesses.

previous arrow
next arrow
Slider

Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.

SUBSCRIBE TO OUR EVENT UPDATES

Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.