Sue has been an investment professional for over 30 years. She has a diverse array of investment experience through many market cycles. Earlier in her career, she managed taxable, pension and 401(k) funds for large insurance companies. She later transitioned to wealth management for families, first at Charles Schwab Private Client and since 2005 at Windsor Wealth Management. She particularly enjoys the aspect of understanding each client’s individual evolving sets of needs and matching their portfolios to those needs.
Sue has served on the Board of Directors of Circentre, Inc. which was involved in the development of the Circle Centre Mall. Her other activities include serving on the Boards of Directors of the Kelley School of Business Alumni Association and the American Red Cross of Greater Indianapolis. She also was a member of the Life Officers’ Management Association Investment Advisory Board and was Chair of the Southeastern Life Insurance Securities Association. She is a member of the CFA Institute.
An Indiana native, Sue received an BA in Sociology from Drake University and an MBA in accounting from Indiana University.