Best Part of My Job
Sue joined Cornerstone Advisors in 1987 and has more than 20 years experience in the financial industry. Sue's practice focuses on executives and families with inherited and technology wealth. She enjoys providing her clients with tools they can use to make decisions, leading to more productive and meaningful lives for them and their families.
Three Words That Best Describe Me
•
Trustworthy
•
Candid
•
Caring
My Clients Include
•
Senior Executives
•
Entrepreneurs
•
Widows/Divorcees
•
Families with multi-generational wealth
•
Trusts, Family Partnerships, Charitable Remainder Trusts and their respective beneficiaries
Practice Emphasis
•
The design of customized portfolios comprised of complementary assets, with an emphasis on complex, multi-generational portfolios, trusts and private foundations
•
Concentrated stock and stock option strategies
Ongoing Results
•
Designed portfolios and managed investment assets to meet the needs of affluent families
•
Directed successful generational wealth succession strategies for families, and coordinated complex estate planning techniques
•
Educated and empowered the children of our clients to become effective stewards of their wealth by teaching annual financial literacy classes
•
Co-authored a chapter in the fifth edition of the Estate Planning Council of Seattle Guide to Estate Planning
•
Planned and coordinated tax strategies within the context of portfolio management
Education
•
Wheaton College, BA in Economics, Magna Cum Laude
•
Chartered Financial Analyst (CFA)
Professional and Community Activities
•
CFA Society of Seattle
•
CFA Institute
•
Estate Planning Council of Seattle
•
Women Presidents' Organization, Eastside Chapter
•
Planned Giving Advisory Committee of Fred Hutchison, 2010 - present
•
Jolkona Foundation Advisory Council, 2009 - present
•
Seattle Children's Hospital, Mary M. Gates Guild, 2000 - present
•
Girl Scouts of Western Washington, Investment Committee, 2008 - 2010
•
Washington Women's Foundation, 2002 - 2006
•
New Horizons Ministry, 2006 - present
•
Shareholder of Cornerstone Advisors
•
Sue was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2010, an annual honor bestowed upon select Seattle wealth managers.
Where To Find Sue When She Is Not At Work
Sue enjoys spending time with her family, and can often be found skiing, running or visiting a new city. You might also find her volunteering time in the community or curling up with a good book.
The Cornerstones of Sue's Life: Her husband and son.
Best Part of My Job