Our Professionals Suellen Estes CEO - Investments 989-792-2812 989-792-0008 Sue has been helping people plan for retirement since 1985. Her life experience as a mother, teacher, executive secretary, and widow of a small business owner have given her “hands on” experience that cannot be learned in a book. She knows the value of estate and insurance planning and business succession planning. She knows the value of educational guidance to those who don't understand the complexities of financial planning. She knows the value of understanding during periods of confusion and loss. She has formed deep relationships with her clients. She believes that her past experiences have uniquely prepared her to help people plot an effective course to security and financial freedom. She believes in exceeding expectations with absolute integrity and honesty. She knows the value of asset growth along with preservation of assets. After working for major wirehouse brokerages for most of her career, she chose the independent channel in March, 2009. She has been is smart investor advisor with David Ramsey since November, 2014. She treasures the fact that she has a team working specifically for her clients. She also has her business succession planning in place. She says, “I will plan for the unexpected to make sure you are on track for the expected.”Suellen is listed as a Smartvestor Pro on the Dave Ramsey Smarvester website Bradley Montgomery President - Investments 989-792-2812 989-792-0008 Brad obtained his degree from the University of Michigan and concentrated on finance, accounting and marketing. His law degree from Wayne State University, allowed him to focus on business, taxation and estate planning. From the Ann Arbor based Institute of Continuing Legal Education, he received probate and estate planning certification. He is a Investment Advisor Representative (IAR). Brad will provide you with valuable research and wealth management advice and he will intelligently invest, allocate and monitor your capital growth. Brad co-founded GLB Financial in March of 2009.“My life is ruled by the principles of honesty, integrity and transparency . I direct my recommendations along the lines of time horizon, risk profile, liquidity and targeted wealth goals for each client.” Summer Zimmerman Administrative Assistant 9897922812 (989) 792-0008 firstname.lastname@example.org About Me: I grew up here in Saginaw, I attended Swan Valley Schools K-12. Growing up my family was very active in 4-H, I grew up riding horses, raising pigs, cows, chickens, goats, rabbits, OH MY! During High School, I was a part of the equestrian team winning 2 state titles. After high school I went straight to college at Western Michigan University to pursue a degree in finance. Throughout my years at WMU I was a part of the Delta Zeta Sorority, and Chairman of Finance for 2 years. My prior experience in finance also includes an internship at Comerica Bank and AXA. I have always had a passion for finance, and I am so excited to be a part of Great Lakes Bay Financial!