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Susan
Wylie

It has always been apparent how valuable objective advice has been.

Check the background on this investment professional on FINRA’S BrokerCheck

"Today's complex world requires creative and objective strategies. That's where we come in."

Susan Wylie

I am a classic example of life today, a “sandwich generation” member on their second career.

In my first career, I worked for a major internet/tech company for 15 years – then decided to take some time off to be home with our two young boys. When they were grown, I realized how much I missed working and decided to venture out into the workforce again. I faced the typical challenges, and the usual insecurities. I worried that the big gap in my work experience would make finding a challenging and rewarding position difficult. On top of that, I wanted to maintain a lot of flexibility, because I had become involved in several volunteer positions during my non-working years. I’ve always worked in service-oriented positions and enjoy working with and helping others, so I began narrowing my search to careers that helped others.
  • susan wylie
  • susan wylie

I always had an interest in financial planning and thought about the kinds of planning problems that plagued many people I knew, and the difficulty many people had finding reliable help.

Investment and financial planning topics are not typically taught in most education settings, instead we are left to learn as we go. I had been  studying these topics for years on my own and thought it would be great to bring that knowledge and interest into my career, which I hoped would be both invigorating and mentally challenging.
susan wylie biking

I began working with Tom and quickly got to experience the mentally challenging part – I became a student again, learning both the financial services industry and all the new technology used to solve complex problems (it had changed quite a bit over the few years I was off). This technology allows us quite a bit of flexibility and accessibility – both for ourselves and for our clients. The technology allows us to handle tasks quickly, analyze complex problems, and provide tremendous amounts of access and transparency. And the rewarding part? That’s working with and helping our clients. We spend a lot of time educating them on the key concepts and techniques that nobody had ever bothered to explain to them, and how the technique might help them. It is great to watch our clients move through the planning process and work toward their goals.

I’m the kind of person that likes to have a plan, but over the years I’ve found life laughs at our plans, so it is a good idea to make sure that plans are flexible, and can be adapted as needs change.

That’s why I love what I do – I get to help people plan for their financial future and sometimes even that of future generations. I get to help solve problems and give our clients confidence that they have a plan, and another, just in case things change.

Universities Attended

BSBA, The Ohio State University
MBA, Capital University

Securities Exams Passed

Series 7 held through LPL Financial

Series 66 held through Stratos Wealth Partners, LTD

 

State Securities Registrations

OH

Investment Advisor Representative

OH, LA, TX

Life and Health Insurance Licensed

OH

Designations

CRPC

Get In Touch

Interested in working with me?

Drop us a line.  We look forward to hearing from you.

© 2018 Plan For Your Tomorrow, Inc

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd. a registered investment advisor. Plan For Your Tomorrow Inc and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial.

Chartered Retirement Plan Consultant designations are conferred by the College For Financial Planning

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