Outside Strategic Partner
Sue is responsible for analyzing strategies to help clients achieve their personal and financial objectives. After completing a comprehensive evaluation of our clients current situation, she helps develop a written plan to accomplish agreed upon goals and monitor progress going forward.
Sue earned a Bachelor of Science degree in business from the University of Virginia and completed a Master of Science degree in Personal Financial Planning.
As a Certified Financial PlannerTM professional, Sue has worked in the financial services industry for more than 15 years. She began her career as a retirement plans specialist for a securities clearing firm and transitioned to manage the western regional financial planning department of a national broker-dealer. In 2005, Sue took the opportunity to develop and manage the financial planning division of an independent Registered Investment Advisor firm. She decided to branch out on her own to offer financial planning support services to select advisor firms around the country in 2011.