Succession Financial, Inc

Cassidy Susi is a financial advisor at Succession Financial, Inc. with a Series 65 credential and experience at firms including WealthStar Advisors, LLC, Deloitte, and Janney Montgomery Scott. Prior to entering the financial industry, Cassidy also worked at Da Vinci Ristorante. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm combines passive and active investment strategies guided by modern portfolio theory and client-specific asset allocation, managing approximately $210 million for around 173 clients.

Eric Wolfe is a CFP® and ChFC® with 29 years of experience in financial services. He has worked at Succession Financial, Inc. since 2018 and previously spent 10 years at WealthStar Advisors, LLC, as well as 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies, manages approximately $210 million for about 173 clients, and offers services including discretionary portfolio management and retirement plan advisory.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. She holds a Series 65 designation and has been in the industry since 2015, with prior experience at Mueller Financial Services, Inc. and WealthStar Advisors, LLC. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm uses a combination of passive and active strategies based on modern portfolio theory and client-specific asset allocation, managing approximately $210 million for about 173 clients.