“We take a holistic approach to our financial planning services. We work with our clients to identify their priorities, goals and financial needs. We develop a clearly defined plan and investment strategy to help you pursue your objectives and build the kind of future you desire.”
Sue Moser is a LPL Financial Advisor at Professional Wealth Advisors, LLC. She brings over 21 years of financial planning knowledge and investment advice to individuals and families.
Prior to joining Professional Wealth Advisors, she served as a Financial Planner, Wealth Advisor, Chief Financial Officer and Operations Officer for Herbst Financial Advisors, Inc. Sue has always been associated with an independent financial planning firm that is truly objective.
Sue graduated from Loyola University with an MBA in Finance. She is a member of the Chicago Chapter of Beta Gamma Sigma. Sue is a CERTIFIED PUBLIC ACCOUNTANT (CPA®). She is a member of the Illinois CPA Society. Sue currently holds licenses for FINRA series 7, 65, & 66 through LPL Financial, as well as Life and Disability Insurance.
She, and her husband, have three children and live in Naperville, IL. They enjoy traveling, hiking, biking and golf.
Sue’s favorite quote: “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” – Winston Churchill