Sue takes a hands-on, personal approach to financial planning. She works closely with you to develop a plan personalized to your unique circumstances and to monitor the plan according to ypur ever-changing needs. She believes in taking the complex and making it as simple and easy as possible for you.
Sue is a CERTIFIED FINANCIAL PLANNERTM Professional and holds Series 7, 63, and 65 registrations through LPL Financial, as well as life, health, long-term care and variable insurance licenses.
Sue attended Illinois State University. After ten years with a Fortune 500 company, she left her management position in 1999 to become an Investment Representative with a major securities firm. In January of 2005, Sue and three others founded Midwest Wealth Management.
Sue resides in Spring Grove, Illinois, but loves to travel as often as she can. Sue and her husband Dennis and are known to enjoy motorcycling and boating trips whenever given the opportunity. Outside of the office, she can be found spending time with my family and friends, playing cards and relaxing.