Sue began her career in the financial services industry in 1985, developing a niche for working with affluent families and individuals to identify objectives and manage their financial lives. Providing advice and guidance has been her focus as a trusted advisor to her clients. Her background includes corporate and personal banking, trust and estate administration, investment management, charitable planning, and financial strategies.
Sue earned a Bachelor of Science degree in Business Administration from the University of Connecticut in 1985. Although she does not provide tax advice in her role at Warren Capital, Sue has earned the designation of Certified Public Accountant (CPA). She holds Series 7 & 66 registrations as well as Health, Life and Variable Annuities licenses. Sue has done graduate and continuing education work in the field of accounting and financial strategies.
Sue has made Vero Beach her home since 1986, where community service has been an integral part of her life. She is the past Chairman of the United Way of Indian River County, the Education Foundation of Indian River County, VNA and Hospice of the Treasure Coast, and Impact 100. Sue has also served as a Director of the Indian River Community Foundation and the VNA and Hospice Foundation. She is past President of the Treasure Coast Chapter of the Florida Institute of Certified Public Accountants, and a member of the Planned Giving Council of Indian River County and the Estate Planning Council of Indian River County.