Sue Stevens is the author of the award-winning Dreams of Wealth™ series of books on personal financial planning.
Named as one of ThinkAdvisor’s 2021 Luminary Thought Leaders and a University of Chicago Booth MBA, Sue brings a holistic approach to financial planning.
Sue’s experience ranges from working at Arthur Andersen, Vanguard and Morningstar. She founded two firms—Stevens Wealth Management and Stevens Visionary Strategies—as well as founding Morningstar’s personal financial newsletter Practical Finance. She is now retired as an advisor after selling Stevens Wealth Management to Buckingham Strategic Wealth in 2018.
She started as a professional cellist playing with many well-known performers in both the classical and pop worlds. You can read more about Sue’s musical adventures here »
For more conversations with Sue, listen to these presentations:
Taking Leaps of Faith with Michael Kitces »
