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Sue is the Chief
Financial Officer (CFO) and Chief Operating Officer (COO) for United
Benefit Advisors. She is responsible for UBA’s finances, strategic
partnership accounting, and ongoing project management.
Sue has worked in the health and welfare, 401(k), and accounting
arenas since 1991. Prior to joining UBA, Sue was responsible for the
benefit plan design and strategy for 14,000 employees nationwide for
a Fortune 500 company with an annual benefits budget of $70 million.
In addition, she was also responsible for the integration and/or
merger of the benefit plans of many acquired companies.
Sue has also been employed by a Big 8 public accounting firm for
which she provided services to a variety of industries.
Sue completed her undergraduate studies in accounting at Indiana
University. She is a Certified Public Accountant and Fellow, Life
Management Institute.
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