As a financial professional, Sue helps clients with their long term financial goals - preparing for and enjoying retirement, estate planning, paying for a loved-one's education, and finding ways to save on income taxes. She works with individuals, families, and small business owners to help them build personalized strategies for financial independence.
Sue's personal mission includes educating and helping women from all generations with strategies for financial confidence. Too often women are dependent on someone else for financial independence or feel intimidated by financial and retirement matters. Sue simplifies the conversation and helps women understand and establish a retirement plan they can be comfortable with.
ICM provides answers in a perplexing world of finance, offering a unique combination: independent professional advice with a personal touch. In other words, ICM offers real financial advice from real people.
Sue is a Ventura County native. She and Rick, her husband of nineteen years, have lived in Simi Valley for the last eleven years with their two tuxedo-wearing cats, Virgil and Morgan. She is actively involved in these community organizations:
Ventura County Professional Women's Network
Business Network International, Dolphin Spirit Chapter