Broker Check
Susan Moser, CPA, MBA

Susan Moser, CPA, MBA

Wealth Advisor

Sue Moser is a Wealth Advisor at Professional Wealth Advisors, LLC. With over 25 years of financial planning and investment advice to individuals and families, Sue brings a breadth of valuable knowledge and experience to the team.

Prior to joining PWA, Sue served as a Financial Planner, Wealth Advisor, Chief Financial Officer, and Operations Officer for Herbst Financial Advisors, Inc. She has always been associated with an independent financial planning firm that is objective, ensuring that her clients receive the best possible advice and guidance.

Sue is a CERTIFIED PUBLIC ACCOUNTANT (CPA®) and a member of the Illinois CPA Society. She graduated from Loyola University with an MBA in Finance and is a member of the Chicago Chapter of Beta Gamma Sigma. Moreover, Sue currently holds registrations for FINRA Series 7, 65, & 66 through LPL Financial, as well as Life and Disability Insurance.

Sue and her husband have three sons and live in Naperville, IL. They enjoy traveling, hiking, and biking.

Favorite quote: “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” – Winston Churchill