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 that's best for them.

Sue earned her Bachelor of Science degree in Marketing from Oakland University. She has also attained the CFP® certification and CFA® designation, as well as life and health insurance licenses.

Sue has experience in the finance industry, ranging from many years as a wealth management advisor, to serving as a portfolio manager at institutions like Merrill Lynch, to managing a branch of Charles Schwab servicing many high net worth clients.

Areas of Experience:

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

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