Sue serves as a Financial Advisor working with individuals and families to provide comprehensive financial solutions. She finds a great deal of meaning in helping guide clients toward achieving their vision—whether that vision includes a new home, sending a child to college, retiring early or simply enjoying a comfortable retirement. Many of her clients are local, and she gets to know the families and individuals she serves on a deeper level. She carefully crafts realistic financial plans for all of her clients, taking into account their unique needs.
As a CERTIFIED FINANCIAL PLANNER™ professional, Sue adheres to the highest ethics and commitments to professionalism and continuing education. Her more than 30 years of experience in the industry includes working as a financial advisor for Resource Investments, as well as leadership roles at Edward Jones, where she had a hand in advising and training.
She graduated from Genoa-Kingston High School and studied at Illinois State University, Kansas State University and Northern Illinois University, majoring in early childhood education.
Sue believes strongly in giving back to the community and serves as a member of the Zonta Club of Belvidere and previously served as president, vice president and board member for the club. She has also served on the board of the Belvidere Noon Rotary Club and the Belvidere Area Chamber of Commerce, and is past president of the chamber of commerce. She volunteers her time and energy to Meals on Wheels and The Salvation Army and is a member of Genoa Methodist Church.
The Illinois native lives with her husband, Steve, in Kingston; they have three daughters, Sarah, Kate and Beth, and six grandchildren. Away from the office, Sue enjoys spending time with family, golfing, traveling, swimming and gardening.