Though some may see Wealth Management Specialist as a designation for what they do professionally, Sue takes personally her role and responsibility at the Bommarito Gudme Group to help individuals and businesses plan for their financial futures. As a result, clients know they always can rely on Sue to put their needs and interests first.
Sue has been a financial services professional for more than 25 years, beginning when she first joined Roney & Company. When it comes to retirement planning, Sue will be the first to tell you it’s more than portfolio management – though she is a Wealth Management Specialist. That’s why over the years she has developed specialized knowledge of retirement planning that includes life insurance and long-term care. This expertise enables Sue to create complete retirement pictures for her clients at the Bommarito Gudme Group while developing plans that address their individual retirement needs.
When it’s time to relax, Sue enjoys traveling and spending time with her husband, Dan, and two sons, Brendan and Jacob.