Sue assists clients in creating a financial roadmap and works with them to keep them on track. She designs and implements investment plans and manages client accounts. She specializes in helping clients in transition; i.e. changing jobs, divorcing, loss of a spouse and nearing retirement. She offers clients flexibility by meeting in their office or home as well as in her office in Geneva.
She is a Registered Financial Advisor as well as a Registered Investment Advisor and is a Chartered Retirement Planning Counselor™. She has been in the investment industry since 2003 and has been with Stifel since 2009. Before entering the financial services industry she spent 25 years in the information technology field. Sue has a Bachelor of Arts degree in Applied Behavioral Science from the National College of Education and an Associate of Applied Science degree in Data Processing from Triton College, as well as a Series 6, 7, 63 and 66, Life, Health and Long Term Care insurance licenses.
Sue is a member and Ambassador with both the Yorkville Chamber of Commerce and Aurora Chamber of Commerce, a member of the Oswego Chamber of Commerce, and Past Board President of the Presence Mercy Medical Center Foundation. She resides with her husband and Airedale, Roxie in Yorkville. She has a daughter that resides in Wisconsin and a son that also resides in Yorkville. Sue is a proud grandmother to a sweet little girl.