I am a seasoned financial advisor with more than 23 years of experience in helping investors reach their goals. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community. I believe it's important to invest my time in understanding what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
Our ideal clients are those that want to carefully and thoughtfully work towards financial goals that range from preparing for or living in retirement, to sending a child or multiple children to college, or estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.
Active in the community, I received the Business Woman of Year Award in 2004 from the Frisco Charter Chapter AWBA and the Frisco Chamber of Commerce Ambassador of the Year Award in 1997.
I received the CRPC® professional designation in 1999.
Since I love volunteering, I have been on the board of directors for Frisco Arts and a former president of the Frisco Charter Chapter ABWA. I also served on the Frisco Chamber of Commerce Board of Directors from 1996-1998 and was a member of the Frisco Noon Lions Club from 2007-2010.
My branch office administrator, Shannon Panichi, has four years of experience and is dedicated to providing you with the highest level of service possible. Maryann Sanders, our part time branch office administrator, has 21 years of experience. She volunteers at the Storehouse of Collin County.
We provide highly personalized service. At Edward Jones, we use an established process to help you build personalized strategies to reach your goals. Let us show you how we can make a difference.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberSue Allen at (972) 335-3087
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More