Certified Financial Planner
As a valued resource for Larson Financial Planning, Sue is an expert in the multiple technical and complex software systems required to develop comprehensive financial plans for our clients. She works with Christina in developing strategies and formulating the reports that guide clients in achieving their financial objectives.
As a CERTIFIED FINANCIAL PLANNER™ professional, Sue worked in the financial services industry for more than 15 years, before founding her own company, Delegated Planning. Her firm works with select advisors to develop financial plans for their clients.
Sue earned a Bachelor of Science degree in business from the University of Virginia and completed a Master of Science degree in Personal Financial Planning.
Sue enjoys travel, volunteering and outdoor activities. Living in Denver, Colorado, provides her ample opportunity to enjoy the mountains in all seasons.