Sue is the owner of Delegated Planning, LLC, a registered investment advisor. Sue has worked in the financial services industry for many years, including as a retirement plans specialist for a securities clearing firm, as western regional manager of the financial planning division of a nationally-recognized firm, and as a manager of the financial planning division of an independent Registered Investment Advisor firm based in South Carolina.
Sue is responsible for creating, and analyzing strategies to help clients achieve their financial goals through income protection, investment strategy and estate planning. She earned a BS from the University of Virginia and an MS in Personal Financial Planning from the College of Financial Planning.
Beyond work, Sue enjoys traveling and being active outdoors.