Susan B. Creech

Senior Operations/Administrative Manager

Focus

Susan’s primary responsibility is to maintain a professional and organized environment that allows the team to devote full attention to clients and their investment planning.

Background & Experience

With more than 30 years of financial services experience, Susan strives to ensure that each client’s administrative and operational needs are handled accurately and quickly. She handles incoming calls, the day–to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering service related questions.

Susan started in 1986 with A. G. Edwards & Sons, Inc. as the Wire Operator and in 1998 transitioned to the Client Associate position. She is now Senior Operations/Administrative Manager for the team. Her professional securities registrations include the Series 7 & 63. She has been named a Distinguished Service Professional since 2010 and in 2014 was named an Elite Service Professional; an award that recognizes outstanding branch support team members who embody the firm’s Core Values such as service, respect, integrity and teamwork.

Away from the Office

Susan resides in Wendell, NC with her husband Derick, where they are very involved with their church and family. She has three children and three grandchildren.

Judy S. Boughan

Client Service Assistant

Focus

As Client Service Assistant, Judy’s primary responsibility is to assist our Senior Operations/Administrative Manager with daily administrative functions. Serving as first contact with incoming calls, she is engaged in assisting and processing client requests including opening new accounts, updating existing account information and other service related tasks.

Background & Experience

Judy joined the team in September 2015. Prior to joining the team, Judy was recently retired as Vice President of Administration and Corporate Secretary in the commercial construction industry for 30 plus years.

Away from the Office

Judy and husband John enjoy hosting family and friends in their home. Together they participate in their church community and enjoy occasional travel. Long walks, reading, and time with family and friends keep her busy during her time away.

Julia D. Snyder

Client Service Assistant

Focus

Julia’s primary duties and responsibilities are to support the Operations Manager in the day-to-day activities in running the office. She assists clients by updating, maintaining or accessing accounts, transactions or documents. This includes ensuring that written correspondence is received by the client and properly filled out in a timely manner. She provides clients with account information regarding updates or their latest transactions. She also assists in distributing the Quarterly Updates Newsletters.

Background & Experience

Returning back to the workforce after raising children, the majority of Julia’s professional experience is in Project Management. She has a Master’s of Business Administration from Meredith College and a BS in Engineering Science from Loyola University in Maryland.

Away from the Office

Julia resides in Raleigh, NC. When she is not on the lacrosse field, she enjoys jogging, yoga, Tai Chi and reading. She is the proud mother of three boys.

Kristiana Dowling

Registered Associate

Focus

Kristiana is a Registered Associate on the First Flight team and brings analytical expertise to the practice. She is especially passionate about helping clients achieve the best results for their financial goals. Kristiana is known for her ability to provide exceptional system support and analysis which helps clients.

Background & Experience

Prior to joining First Flight, Kristiana was a financial planner/systems analyst for 15 years with IBM. She has experience with discretionary and asset advisor trading, asset allocation models, and system support. Her professional securities registrations include the Series 7 & 63. Kristiana has a B.A. in economics and mathematics from the University of Connecticut.

Away from the Office

When she is not in the office, Kristiana is a proud mother of three and enjoys horseback riding, golfing and snow skiing. She is proud to support the Catholic Charities Support Circle Program which has a mission to help others in the community.