Sue joined the Mueller Financial Services, Inc. team in 2007 with a focus on developing financial planning strategies for high net worth individuals and business owners. She also works with women who are going through a transitional life event such as divorce, death of a loved one, career change, or retirement to help them pursue long term financial stability. Read more about this specialty service here.
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 investment and insurance strategies that help them work toward their financial and insurance goals.
Education & Certifications
- B.S., Finance, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- 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.