Susan M. Weingaertner

Susan Bio

An organizational maven who’s always up for a new challenge, Susan Weingaertner has supported Lori Johndrow’s team at Farmington River Financial Group since 2015. A warm, welcoming people-person, Susan’s responsibilities range from greeting clients to managing the company’s social media presence and website.

Susan launched her career in the financial industry as an accountant at Feldman, Gutterman & Meinberg, a small CPA firm located in New York. Upon relocating to Connecticut, Susan gained further experience at Whittlesey & Hadley, P.C., a mid-sized CPA firm, and then at Travelers Property Casualty Corp. before taking time off to raise her growing family.

Throughout her career, Susan has overseen and maintained financial records for both corporate and not-for-profit organizations. Her experience in planning and overseeing audits, as well as directing audit staff, lends itself well to her current role, where she is responsible for creating efficiencies and managing workflows, maintaining calendars for the team, and keeping Farmington River Financial Group clients informed through the company’s monthly newsletter. A budding client relations pro, Susan also pens and sends appointment and birthday cards and coordinates seminars and client events.

In her spare time, Susan can be found exploring new places and museums with her family; leading religious instruction classes at her church; or curled up in a comfy chair with a new book. You can also find her with her husband Joseph cheering at their son Jonathan's crew meets or on the third-base line at their son Matthew’s baseball games.

Susan earned her BS degree in Accounting at St. John's University, Jamaica, New York.

Designations and Registrations

 

  • FINRA Series 6 Securities Registration