Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series for the AICPA hosted by Lyle Benson, CPA/PFS.  Sue shares:

  • What led her from being a cellist recording albums to becoming a CPA financial planner
  • How she made the decision to merge her firm with Buckingham Advisors
  • How her love of music and writing has shaped her work for clients
  • Her blueprint for a successful life and career (hint, begin with your vision!)
  • Her predictions for the future of financial planning
  • What the AICPA PFP community has meant to her work and her life 

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