Sue initiates and tracks all account and asset transfers for our new clients and oversees the New Business department as well as processing licensing for our planners and coordinating with Diane on Client Service issues. Sue enjoys working with her clients and has established long term friendships with many of them over the years.
Sue graduated with a bachelor’s degree from Northern Illinois University. She is both insurance and securities licensed and has been in the financial services industry since 1990. She has been with Gold Tree Financial since 1997.
Sue is married to Clifton Walker. They have a daughter, Camille, two step-children, and four grandchildren.