Sue achieved an MBA from the Wharton School of Business and a Master of Tax degree from Villanova. She is a CERTIFIED FINANCIAL PLANNER® professional, securities-licensed, and qualified to sell life and health insurance. She has more than 45 years of experience as a tax professional and more than 20 years as a financial advisor.
As a skilled financial and tax professional, Sue unites tax expertise and comprehensive financial planning to help people pursue their financial goals. Together with our team, we provide guidance, support and objective advice to our clients who seek to build and conserve their wealth. We work closely with our clients in order to clarify their long-term goals and provide appropriate recommendations.
As an Enrolled Agent representing taxpayers, Sue has helped business owners and executives save tax money for years. As a financial advisor, she focuses on tax-advantaged growth, guiding our clients to portfolio choices that seek to optimize their after-tax return.