Sue Chesney

We’re proud to partner with Sue Chesney and her team at Delegated Planning to enhance our financial planning capabilities. For more than 15 years, Delegated Planning has specialized exclusively in supporting advisors by developing comprehensive, customized financial plans.

Sue and her team of experienced Certified Financial Planner® professionals bring extensive expertise and insight to our firm, enabling us to devote even more attention to what matters most—our clients’ financial wellbeing.

Though her team operates from locations across the country, they are an integral part of our planning process and a valued extension of our firm.