Wealth Advisor

Sue Stevens, CPA/PFS, CFP®, CFA®, CAP®

Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder.

Sue founded and led Stevens Wealth Management prior to joining Buckingham. She is also the founder of Stevens Visionary Strategies and previously has had leadership roles at Morningstar, Vanguard and Arthur Andersen.

Sue enjoys writing and music. She was a professional cellist and her books on personal finance have won multiple awards.

Contact Susan

Let's look at the big picture, together.