Susan Hickey joined the Oconomowoc Office of Legacy Private Trust Company in October of 2018 as a Vice President and Senior Trust and Financial Advisor. Susan has over 25 years of trust and financial planning experience; most recently with Johnson Financial Group. Susan is a graduate of Marquette University, where she earned a Bachelor’s Degree in Liberal Arts. Susan has been a frequent speaker on a number of estate and financial planning issues and is a Past President of the Milwaukee Estate Planning Forum. She remains an active member of that organization.
Outside of work, Susan is actively involved in the community. She is currently a board member for both the Saint Joan Antida High School and The Neighborhood House of Milwaukee. She is a former Board Chairperson for the Women’s Fund of Greater Milwaukee and a member of Impact 100 Milwaukee. In addition, Susan enjoys spending time with her family as well as running, reading and travel.
Susan is responsible for managing large family and individual relationships in the Greater Milwaukee and Waukesha area. She works with internal and external professional partners to assist clients in estate, financial, and business succession planning. Susan enjoys working at Legacy because of our strong focus on trusts and investments rather than banking services, and also because of her qualified and committed coworkers
Supporting Susan with her client relationships is Teresa M. Pavelsky, Client Representative. Teresa provides extensive bookkeeping and accounting services for her clients and businesses. In her role as a personal assistant, she ensures that her client’s needs are met in whatever form that may take. She genuinely enjoys working with her clients, and strives to always be helpful and cheerful while providing wonderful customer service. Teresa can be reached by phone at 262.468.7612.