SUE HERMAN
Administrative Assistant
susan.a.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
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
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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.
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