Sue is passionate about customizing financial plans and investment management designed to fit the needs and goals of her clients. Similar to working a jigsaw puzzle, she likes to help you put your financial pieces together through financial planning. Sue became a Financial Advisor in 1999 and has also been a District Manager and Managing Principal. She holds Series 6, 7, 63, and 66 licenses as well as Life and Health Insurance licenses.
In her spare time, she enjoys being outdoors, whether hiking, skiing, or swimming. Sue has been married 39 years and loves to travel with her professor husband, Birol. Their two daughters are married and Sue adores spending time with her grandchildren. Sue earned her Bachelor’s Degree from the University of California, Berkeley, and her Master’s Degree from the University of Michigan, Ann Arbor, and has lived overseas.
And, to save you time – her last name is pronounced Ye-Shee-luh-duh. You’re welcome 😊. The name means “green island,” which refers to Birol’s birthplace, the Mediterranean island of Cyprus.
Sue is now retired, but continues to consult with Beyond Wealth Management on a project to project basis.