Suellen Estes

Suellen Estes

CEO - Investments

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