Director of Wealth Planning

Sue uses her knowledge of modern portfolio theory, capital markets, financial planning, and economic forecasting to guide her clients in developing a wealth strategy to achieve their goals.

Sue earned her Bachelor of Science degree from Oakland University. She has also attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Financial Analyst® (CFA®) designation, as well as life and health insurance licenses.

Sue has over 20 years of experience in the financial services industry. She has worked with high net worth families as a portfolio manager with a regional bank trust department. Sue was also with an institutional consulting team serving as a portfolio manager with Merrill Lynch, and as a senior wealth planner helping clients develop and implement a holistic and comprehensive financial plan prior to joining Portfolio Solutions®.


Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Women's Finances
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax & Benefit Planning
  • Charitable Giving
  • Business Succession Planning
  • Education Planning
  • Portfolio Construction
  • Wealth Transfer Strategies
  • Risk Management