Financial Advisor in Wisconsin
In Sue’s 26 years in the financial services industry, she has worked with clients from the beginning stages of their financial plan all the way into and through retirement. Sue focuses on long-term client relationships that emphasize goal-based financial planning. One of the most rewarding aspects of Sue’s role as a financial advisor is watching client’s goals turn into reality. Sue strives to ensure financial recommendations are inline with client goals and believes there is no one-size-fits-all approach to financial planning but rather that the client goals drive the plan.
As a Client Relationship Manager, Sue devotes her time and energy to providing her clients with the best service possible. She takes the time to get to know her clients personally. A person that is willing to go the extra mile, clients trust that Sue is looking out for their best interests and doing all that she can to help work toward their future financial goals.
Sue holds the focused designation of Chartered Retirement Plan Specialist® (CRPS®), so she is able to bring retirement plan strategies to businesses of all sizes. With a clear focus on the needs of both the employer and employees, Sue ensures that they both receive the level of communication, education and personalized service required to pursue their desired goals. Her strong personal relations skills, work ethic and caring demeanor have led to many referrals and long-term partnerships.
A graduate of the University of Wisconsin-Eau Claire, Sue holds a bachelor’s degree in Psychology.
She is the proud mother of two sons, Austin and Ryan and has a very active family life. A true animal and nature lover, Sue especially enjoys being outdoors and horseback riding. She also loves showing her Appaloosa horses throughout the United States.
CRPS® conferred by College for Financial Planning.