Sue Busta
Partner, Senior Paraplanner
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EDUCATION
BS, Health Promotion, Minor in Business, University of Northern Iowa
BIO
Sue works with our financial professionals to ensure that the goals and recommendations outlined by individual financial plans are continuously being met for clients. Her meticulous attention to detail provides clients with the most current data in order to properly update and revise client profiles, as life events occur, with their financial advisors. Sue is truly dedicated to the overall success of the firm and takes great pride the work she produces as a Senior Paraplanner.
JOINED FIRM
2013