Susan Ortega

Susan began her career in the banking industry at the age of 18 and continued in retail banking for over 20 years. The most enjoyable aspect of this industry for Susan was the Customer Service aspect and working with the public. Throughout the years working for Community Banks, Susan was able to excel in the Customer Service department becoming a Customer Service Supervisor and Senior Personal Banker for a number of years. She transitioned to Administrative work when she began working for a CPA Firm in 2015 and found this work satisfying in that she was not only able to provide great Customer Service to clients but also to her fellow teammates. 

Working as an Administrative Assistant for Wendy Larchick’s Team has continued to allow her to provide the excellent customer service that our clients deserve along with the opportunity to work with a team that is supportive and has the same ‘client-first’ mentality. Susan has been married to her husband Randy, for 21 years and they have two children, Randy Jr. and Risa. Susan loves spending free time with her family.

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