Location Redwood City, California, United States Regions San Francisco Bay Area, Silicon Valley, West Coast Gender Female
Sue entered the financial services industry in 1985. She enjoys helping women in financial transition, particularly widows, divorcees or retirees. She enjoys putting together a financial game plan that helps clients in transition. She then helps clients track their progress and adhere to their plan. Especially rewarding to Sue is watching the
growth of her clients over the years as they become more knowledgeable and comfortable with their financial situation. Sue holds Securities Series 7, 24, 63, and California Insurance Licenses.
Sue grew up in Milwaukee, Wisconsin and graduated from Bucknell University with a Bachelor of Science degree in Mathematics. She was a Wisconsin and Regional swimming champion in her teenage years and trained with the men's swim team in college. In 1997, Sue was inducted into the Bucknell Athletic Hall of Fame for her accomplishments in women's swimming.
Prior to entering the financial services industry, Sue spent eleven years with the IBM Corporation in a variety of technical positions.
Sue's outside interests include travel, reading, and working out in the gym. Her fitness accomplishments were written up in two women's fitness magazines. Sue and her husband/business partner, Fritz live in Woodside. In 2020, they will celebrate their 44th wedding anniversary.
