Operations & Client Services (Special Ops)
Sue Studwell joined ASI Wealth Management in 1998 after working for Bear Stearns for a decade and the Consulting Group of Salomon Smith Barney for three years. We’re honored to say she’s our longest-tenured employee.
Sue’s responsibilities include all aspects of client service and overseeing the operations of ASI. She enjoys helping make sound financial decisions, doing detective work for clients and cutting through red tape on their behalf.
She is also passionate about the great outdoors, gardening & travel, especially to wherever her grown sons may be! She’s committed to bettering our community and has volunteered to feed Central Oregon’s hungry at the Bend Community Center, help unchain dogs with Fences for Fido, participate in United Way’s Days of Caring, MBSEF, Central OR Locavore Farm Kids program, and Habitat for Humanity. Our clients love her—and so do we.