Susan A. Skehan, CPA
Sue brings over 24 years of experience in finance, tax planning and accounting to her position as investment advisor representative of Filomeno Wealth Management, LLC.
Since 1997 she has been providing accounting services to both corporate and individual clients of Filomeno & Company with an emphasis on qualified retirement plan services. She has vast expertise in Third Party Administration, plan design and compliance. Prior to joining Filomeno, Sue worked in the insurance industry as an underwriter and financial consultant. She has presented on topics related to 401(K) and pension plans to employers/employees, bankers, investment advisors, and trade associations.
Education and Accreditations
Bryant University, BS Accounting (1981)
RPI, Masters in Finance (1987)
Certified Public Accountant (1990)
Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);
Member of CT Society of Certified Public Accountants (CSCPA)
Member of Finance Committee for the Shelter for Women
Member of Finance Committee for the Wethersfield Historical Society
Active Parishioner at Incarnation Church
More about Susan
Married to Brian; children Matthew, Kara and Hannah
Avid fan of walking/jogging, reading and spending time with family, especially granddaughter Maddi
email address: sas@filomenowealth.com
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