The financial world can be complicated and changes in life can add to its complexities. Whether it is the loss of a loved one, divorce, job change, or retirement that finds you in transition; it is never too late to begin planning for your future.
Life events can be opportunities to start working with a professional who can assist you in the initial steps in the planning process or review your existing financial plan and its application to your current situation. When life changes occur, there are many decisions and tasks that need to be addressed. These decisions can be overwhelming and confusing; I am here to help. Your financial plan should be as individual as you are so we will work together to create a customized plan that helps you create a path to pursue your goals and dreams while feeling financially confident.
With over 25 years of financial services experience in insurance, banking, and wealth management, Sue is able to help her clients in all areas of their financial planning. She works with clients in preparing strategies to help them work towards a successful outcome in their financial and insurance goals.
Education & Certifications
- B.S., Finance, DePaul University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Series 7 Exam, held through LPL Financial
- Series 66 Exam, held through LPL Financial and IHT Wealth Management, LLC
- Licensed to sell Life, Accident, and Health Insurance
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.