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Our Industry Knowledge Makes an
Immediate Contribution To Our Relationship.

Each planner is dedicated to the industry and is a specialist in the truest sense of the word. We work collaboratively with you to ensure the final plan reflects your style for your client.  We partner with you every step of the way to make sure you have the confidence to answer any client question that arises during your plan presentation.

We work closely with you to standardize systems and processes, so that high-quality and consistent planning services can be offered to your clients in the most efficient and effective manner. 

Meet our team:

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Sue Chesney

Sue Chesney

What should I know about you?

I have completed thousands of financial plans over the last two decades of my financial services career. Having worked with clients ranging from $250,000 to $50 million in net worth, I have approached and analyzed questions from many different perspectives. This is what I love about what I do – examining challenging issues and troubleshooting possible solutions to address clients’ concerns.

Having worked directly with clients in the past, I’m well aware that crunching numbers is not really what financial planning is all about. I focus on positioning the advisor to understand the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without overwhelming the client. The delivery of advice and the ability to implement the agreed upon recommendations are the heart of financial planning. Honestly, I just love helping others, whether that’s clients, advisors or (ideally) both.

I have utilized many software programs over the years, allowing me to understand their nuances. With the increasing number of products available to advisors, I do my best to explore the relevant ones to determine when and where they might be valuable. There is no “right” or “best” software available. It all depends on your approach to planning, your needs (and your clients’ needs) and your presentation style. Some distinct decision points relate to cash flow-based or goal-based methodology and comfort level with using software interactively with the client. I’m happy to provide an overview of the ones we’re familiar with to help narrow down the list of which you might research further.

Are you qualified?

I graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. I attained the CERTIFIED FINANCIAL PLANNERTM designation over 10 years ago. While I passed my Series 7,65, 66 and life/health, I have chosen to let these licenses lapse. I continue to expand my planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media.

I am a member of the National Association of Personal Financial Advisors (NAPFA) and direct the Denver local study group, which meets bi-monthly to discuss relevant topics and collaborate with our peers. I also manage bi-monthly virtual meetings with the Delegated Planning team to share information and discuss particularly complex cases.

Any other interesting things to know about you?

I love the outdoors and in fact, I’ve discovered that I’m solar-powered. Warming in the sun truly recharges me. This might include hiking/biking, snowboarding/snowshoeing, or just enjoying a book on the porch. Anytime that I can be outside is a fantastic day!

Living in Denver provides ample opportunity to enjoy craft beers. Aaron and I have even been known to attend a few beer festivals to sample the season’s wares, particularly our favorites – stouts and porters.

We are becoming amateur micro-farmers. We’ve converted our entire back yard to gardens and grow lots of veggies, herbs and flowers. With just the two of us, we end up giving a good portion to our local food pantry. I can only assume that they get as sick of zucchini as we do by summer’s end. How much zucchini bread can a person really eat?

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Elissa Tiprigan

Elissa Tiprigan

What should I know about you?

I truly love financial planning and view it more as a calling than a career. My favorite discussion topic outside of work is still financial education. I enjoy sharing my knowledge and experience with anyone and everyone. My friends are probably sick of me badgering them to save and invest!

I love organization and I’m a sucker for tables and graphs. If there is something that can be shown using a table or graph, you’ll always see me lean towards those over text. I’m detail-oriented and dig down into the numbers when necessary, but always keep the big picture and end goal in mind. I really enjoy helping advisors create and improve their processes.

I am fascinated by the psychological aspects of this industry and took a semester-long class on Behavioral Finance through New York University’s Continuing Education department.

Are you qualified?

I graduated with a Bachelor of Science in Financial Planning from Texas Tech University’s financial planning program, arguably one of the best in the country. I also hold the CERTIFIED FINANCIAL PLANNER™ designation. I have been involved in the industry for well over a decade, starting with a fee-only firm focused on single/divorced women and widows. I moved on to an ultra-high net worth family office catering to 100 multi-generational families with complex investment, estate, insurance and tax planning needs. Joining Delegated Planning in 2014, provided the opportunity to work with various advisors and their clients, creating hundreds of plans in that short time.

Any other interesting things to know about you?

I treasure my time with my husband and two young children and live in Littleton, CO.

When living in New York City after college, my roommate and I shared a 300 square foot apartment, and we created a blog describing ways to be hyper frugal. You really can live in the city for cheap (well, relatively speaking anyway).

I have never owned a television as an adult!

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Jennifer Yearous

Jennifer Yearous

What should I know about you?

I’ve been in the financial services industry for over a decade, focused solely on creating and developing financial plans for advisors. I launched the paraplanning unit of MetLife’s Financial Planning Division, helping to grow and support more than 50 advisors across the Pacific Northwest. I was instrumental in helping our firm achieve the Financial Planning Firm of the Year award for completing over 600 plans.

Prior to entering this industry, I recruited physicians to the Medicaid managed care network. It was basically groveling and persuading doctors they had to serve because it was the right thing for them to do. I wouldn’t say it was the most fun job in the world, but it was very rewarding!

Are you qualified?

If having created at least 1,000 plans by now doesn’t convince you, here’s some other useful information. I graduated with a Bachelor of Science in Public Health Administration from Indiana University. My favorite classes were accounting, hospital finance, and statistics. While at MetLife, I passed my Series 6, 63, 65 and life/health licenses, but chose to let them lapse after leaving the company. I enjoy advancing my knowledge through participation in peer study groups and attending conferences and webinars. I also enjoy reading and listening to industry-related media.

In my position at MetLife, I taught and trained new recruits in the area of financial planning. Not just explaining the analysis required, but how to connect and engage with clients.

When working on plans, I understand the overall picture, but my strength is paying close attention to the details and finding things that many advisors don’t. My dedication to my work often inspires others to get excited about the contribution we’re making to clients’ lives.

I am good at balancing the need to do things well in the quickest way possible while staying within the rules. I have found this leads to innovative solutions. 

Any other interesting things to know about you?

I’m an avid skier and hiker, living in Bellevue, WA with my husband and two children. We travel as often as we can to remote places in our 1984 Westfalia Vanagon. I enjoy reading all kinds of books and have been a member of a book club for over 7 years.

Mind numbing routines bore me. I thrive in environments where I must deal with unexpected requests, unanticipated problems and changing priorities. And this is why I love what I do.

I’m a bit of a coffee snob. You would think living in the surrounding Seattle area, I wouldn’t have trouble finding good coffee. Instead I have it shipped from Kaladi Coffee Roasters in Denver – Best. Coffee. Ever.

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Leslie Ransom

Leslie Ransom

What should I know about you?

Having worked in the music industry for over 20 years, I decided to pursue financial planning after interacting with many artists that have fluctuating income. I saw firsthand the importance of budgeting and saving for potentially lower income years in the future.

My first position in the financial services industry was as a planner with a fee-only firm in Evanston, IL, providing comprehensive financial planning to the firms’ clients. Much of my work focused on employer retirement plans, explaining incentive stock options and the consequences of being a highly compensated employee. I also have a strong interest in college funding and spend a lot of time researching this area.

One of my main strengths is answering the relevant question given the information available. I can be very resourceful with little data, but can also scrutinize cash flow when necessary.

Are you qualified?

I hold degrees in both Economics and French from Pomona College, and earned my CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University. After the owner of the initial planning firm for whom I worked retired, I launched Indie Financial Planning to serve the market near and dear to my heart – musicians and artists. I am a member of both the XY Planning Network and the National Association of Personal Financial Advisors (NAPFA). I receive tremendous value from their webinars and conferences as well as through participation in peer study groups.

Any other interesting things to know about you?

I love animals! I have two cats and a dog, all adopted from local rescue shelters, where I volunteer. While I tried fostering kittens for a while, my pets decided that was a terrible idea.

I also volunteer as a financial coach with the YWCA of Evanston, working with low income women in need of basic financial support.

I enjoy travel, and spending extended stays in Riverside, CA with my family.

I’m a bit of a Francophile. I lived in France for a stint and still speak fluently (although I may be a tad rusty).

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Shanda Sullivan

Shanda Sullivan

What should I know about you?

I became passionate about financial planning after seeing so many Americans in debt. Having made my own financial mistakes in the past, I wanted to help others avoid them. I believe that the main issue is a lack of education in this area, so I set out to teach individuals how to manage their money, properly invest and plan for future goals. I started Sullivan Financial Strategies with the objective of assisting clients in making sound financial decisions. I love how money is a tool, and if handled correctly, can help clients achieve their dreams.

Are you qualified?

I graduated with a bachelor’s degree in Finance from Northeastern State University in 2009. After a short internship with a fee-only financial planner, I was motivated to obtain the CERTIFIED FINANCIAL PLANNER™ designation and became a Registered Tax Return Preparer. I founded my financial planning firm in 2012 and still work with a few select clients. However, after careful thought, I realized that I most enjoyed the “behind the scenes” aspect of the financial planning analysis so I began working with other advisors. I joined Delegated Planning in 2016 and perform in-depth cash flow analysis which enables my advisor-clients to help their clients attain financial success.

I maintain and expand my knowledge through participation in peer study groups, attendance at conferences and reading industry-related material.

Any other interesting things to know about you?

I moved from Iowa to Oklahoma when I was 7 years old, so I guess I'm officially an "Okie". I’m very blessed to spend every day with my wonderful husband and two beautiful daughters. My husband and I dream about moving to Iowa when we retire. (...or Louisiana...or Florida...or Wyoming...)

I’m a bit of a homebody so of course I love working from home. My favorite hobby is landscaping and gardening, but I also enjoy reading, photography and cooking. The Pioneer Woman is my hero!

Some might say I'm a little crazy (I call it brave), after I marched outside in the rain and shot a venomous snake that had decided to hang out in our tree. There's only one snake I like...that's a dead one!

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Elizabeth Ivy

Elizabeth Ivy

What should I know about you?

I’ve been part of the financial services industry well over a decade working with clients and providing comprehensive financial planning.  While I enjoy all aspects of personal financial planning, I particularly love helping clients with their transition into retirement and witnessing the benefits of their years of hard work and savings. I am not afraid of challenge and am particularly fond of complex financial cases.

Are you qualified?

I graduated from the Darla Moore School of Business at University of South Carolina, earning a Bachelor of Science degree in Finance and Marketing. I obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and went on start my own firm, Gordon Financial, LLC in 2015. In this same year, I earned the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning®.  

I am a member of the National Association of Personal Financial Advisors (NAPFA), as well as the Financial Planning Association (FPA), and am continuously learning and staying involved in the financial planning community. I attend conferences and webinars, as well as read plenty of industry related publications. I also attend a bi-monthly peer study group.

Any other interesting things to know about you?

I live in Charleston, SC with my husband and our two daughters. We consider ourselves “Disney-aholics” and visit Disneyworld in Orlando, FL as often as we can.

I enjoy reading and spending time with our pets – two dogs, Cally and Jasper, and one cat, Stanley.

Although I live at the beach, I do not like boats, seafood or swimming in the ocean!