Sue Stevens

Sue Stevens is the creator of the Dreams of Wealth series of books on personal financial planning. She brings a wealth of experience from working one-on-one with hundreds of clients at Buckingham Strategic Wealth, Morningstar, Vanguard, and Arthur Andersen.

Sue started as a professional cellist playing in both the classical and pop worlds. But her desire to help others find a life of financial well-being led her to a disciplined path of study earning an MBA from University of Chicago Booth School, a MS in Wealth Management from The College for Financial Planning, Chartered Advisor in Philanthropy, Certified Public Accountant/Personal Financial Specialist, Chartered Financial Analyst® charter holder and CERTIFIED FINANCIAL PLANNER practitioner.

The Financial Bridge, the fourth book in the Dreams of Wealth series, recently won an award from Living Now that recognizes authors highlighting ways to create healthy, more fulfilling lives. Sue’s first two books, Put Your Money Where Your Heart Is (first edition) and Radiant Wealth, have won multiple awards from Axiom Business Books, Living Now Books, ForeWord Reviews and eLit.

ThinkAdvisor recently named Sue a Luminary Thought Leader in their inaugural series highlighting individual achievement in the financial planning industry. She has been featured in The Wall Street Journal, The New York Times, Forbes, Morningstar, Barrons, Reuters, the Chicago Tribune and Sun Times, the Washington Post, CNN, CNBC, NPR.