With over 18 years of experience in the financial industry, Sue has found her niche as a Client Relationship Manager with Provisions Wealth Planners.
Securities Registrations held with LPL Financial:
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent
Securities Registrations held with Advisors' Pride:
- Series 65 - Uniform Investment Advisor
Other licenses or designations:
- CRPS®, CERTIFIED RETIREMENT PLAN SPECIALIST™
- Insurance - Life and Health insurance intermediary
As a Client Relationship Manager, Sue devotes her time and energy into providing her clients with the best service possible. She takes the time to get to know her clients personally and creates a comfort level in which clients can share their individual goals and dreams. A person that is willing to go the extra mile, clients trust that Sue is looking out for their best interests and doing all that she can to help work toward their future financial goals.
Sue holds the prestigious designation of Chartered Retirement Plan Specialist® or CRPS®, so she is able to bring retirement plan strategies to businesses of all sizes. With a clear focus on the needs of both the employer and employees, Sue ensures that they both receive the level of communication, education and personalized service required to pursue their desired goals. Her strong personal relations skills, work ethic and caring demeanor have led to many referrals and long term partnerships.
A graduate of the University of Wisconsin-Eau Claire, Sue holds a bachelor’s degree in Psychology.
She is the proud mother of two sons, Austin and Ryan and has a very active family life. A true animal and nature lover, Sue especially enjoys being outdoors and horseback riding.