Sue is our team’s client specialist. She aims to be the bridge that connects that personal touch to the business portion of financial planning. She enjoys talking with clients and we hope you can see her smile through the phone. Her pearl of wisdom: choose joy!
Sue is a bit of a newbie to the financial planning business, but not to working with people. She was a teacher/instructor for over 20 years and a business owner for over 13 years. She brings decades of experience working with clients who she will quickly call friends. She will treat you with respect and kindness and help with any concerns you may have as well as just the day-today parts of the business.
Sue and her youngest daughter, Maya, live in Highland, IN. She is also mom to three adult kids Janna (Taylor), Jori and Marcus (Hope). When not in the office she enjoys watching Maya play volleyball, her bookbinding hobby, hiking, but mostly, loving on her five grandkids - Quinn, Ryne, Beau, Rhys and Vince!