Meet Sue


Sue brings over 36 years of knowledge and experience in the Financial Services Industry. Her meticulous organization and friendly demeanor allow her to deliver exceptional customer service to clients. She enjoys working closely with clients and getting to know them and their families. She is a team player and is always willing to assist in any way that is needed.

Sue is originally from San Diego, California and grew up in Idaho Falls, Idaho. Sue graduated from Idaho State University in Technical and Medical Office Management. She worked as the Office Manager and Bookkeeper for both a hardware store in Idaho and a distribution warehouse in Hayward, California. In 1984, Sue went to work for an Investment Firm in Idaho Falls, Idaho then transferred to their Salt Lake City, Utah office in 1995. In 1997, Sue went to work as the Office Manager & Licensed Investment Executive for a newly founded investment firm in Salt Lake City, Utah. In 2005, Sue and her husband, Richard, re-located to Washington for his job with the US Army Corp of Engineers. After a 9-year hiatus, in 2014, Sue joined Financial Management, Inc. as an Executive Assistant.

Sue loves spending time with Richard, her husband of 40 years and a Retired Senior Chief in the US Navy. Sue enjoys traveling and has been blessed to have been able to visit and meet her husband and ship in several countries around the world, while he was in the Navy. They like to travel around the Northwest and visit with good friends and family. Sue’s hobbies include crafts, sewing, swimming, target shooting, gardening, reading, listening to music, playing and socializing with her two bunko groups. She is also a member of several fraternal organizations, along with being the Treasurer for the local chapter.



Italian and Mexican

Favorite quote: 

“You can’t catch a fish if you don’t put your hook in the water.”

Favorite Book: 

Anything by Jane Austin or Janet Evanovich

Favorite Movie: 

Sound of Music

Favorite TV Show:

Downton Abby & Game of Thrones

What motivates you: 

Volunteering / Fund Raising

Favorite Holiday: 


Something on your Bucket List: 

Visit all the National Parks

Place you’d most like to visit: 

New Zealand and British Isles