Sue runs and operates Delegated Planning, managing a team of financial planners that supports our advisors and clients. With 20+ years of experience, Sue has served thousands of families ranging from simple retirement plans to complex $50 million family wealth plans. She helps us stay at the forefront of new financial planning techniques and research that helps us sere the federal community in the best way possible. While you won’t speak to Sue on a day-to-day basis, her role is critical in helping us do what we do for you.
Susan Chesney, MS, CFP®
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