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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.

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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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Sue Danson

Sue Danson

What should I know about you?

Twelve years ago, I began to explore my long-time interest in the financial planning world by taking a course at Boston University that was a part of their CFP® curriculum. By the end of that introductory course, I was hooked on the profession and had found something I was passionate about.  I completed the BU CFP® program and subsequently made a complete career change into the industry.

During my years as a paraplanner and now as a financial advisor, I have remained passionate about the planning component of the financial advisor role. I truly enjoy understanding clients’ financial picture and collaborating on ways to help them achieve their goals.

Are you qualified?

Since beginning in the industry, I have worked on hundreds of plans of varying levels of complexity. I enjoy the uniqueness of each one and the challenge in finding different solutions based on the client’s needs.

I am a CFP® professional and hold the Series 65 license.

I take full advantage of continuing education webinars whenever I can and attend onsite industry conferences as well, allowing me to stay on top of current topics and changes in our profession. I particularly enjoy learning about topics relating to tax law.

Any other interesting things to know about you?

My husband and I have three, very active tweener-teen boys and a sweet golden retriever, Rookie—who of course--is also a boy! We spend our “free time” Ubering them to hockey, football, basketball and lacrosse, with a little skiing thrown in when time allows.

I’ve run two marathons for the Leukemia and Lymphoma Society, one on each coast, and it’s how I met my husband! I hung up my running shoes long ago (at least the marathon pair) but overall fitness is still an important part of my day to day life.

I have lived in New England my entire life but I hate the long, cold winters and hope to retire to a more temperate climate someday.

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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!

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Brian Behl

Brian Behl

What should I know about you?

I’ve been part of the financial services industry in varying rolls for over 15 years, working with clients and providing comprehensive financial planning for the majority of that time.  While I enjoy all aspects of personal financial planning, I particularly love helping clients with their transition into retirement and the important income and tax considerations that come along with this.  I consider financial planning to be my passion and love the ability to impact people's lives through this critical area.

Are you qualified?

I graduated from Carroll College in Waukesha, WI earning a Bachelor of Science degree in Business Administration with a Finance emphasis and Accounting minor.  I also earned a Certificate in Financial Planning from Boston University.  I earned the CERTIFIED FINANCIAL PLANNER™ designation in 2013 and the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning® 2009.  I started my own firm, Behl Wealth Management, in 2019.

I am a member of XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA), and am continuously learning and staying involved in the financial planning community. I attend conferences and webinars whenever possible and read plenty of industry related publications.  I also participate in different study groups with my peers to stay on top of the changing industry as well as learning from others.  

 Any other interesting things to know about you?

I live in Pewaukee, WI with my wife Kayla and our dog Moti.  We love to travel, golf, and spend time on the lake whenever possible.  I have been a competitive water ski show team member for many years and at one point was part of four different Guinness World Records.  

I am a huge fan of all Wisconsin sports teams (Packers, Badgers, Brewers, and Bucks) and enjoy living in one of the best areas for craft beer. 



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Carrie Jones

Carrie Jones

What should I know about you?

I fell into this industry through the life insurance business – growing up “working” on Saturdays, filing policy cards in elementary school and then learning computers as the old IBM machines came into the office. Through a series of fortunate events, I learned about financial planning and independent RIAs in 1996. I was hooked. Since then, I’ve been dancing slowly and steadily towards holistic financial planning.

Although I love details, I try to focus on what is truly important, what is actually practical, and what could fundamentally change a client’s outcome. I enjoy digging deep into a client’s financial life to help the advisor co-create a great plan with the client. I’m a cross-checker, verifying information and confirming expectations. My end goal is to make sure that everyone is on the same page – whether that relates to a planning team or a volunteer group. 

My favorite part of the planning industry is that we can all do it differently. With so many types of business models, team sizes, service offerings, and communication styles, the variety keeps my mind engaged on all levels. I’m also passionate about sharing the possibilities with college students. It is one of the few industries in which you can create the business around your life and that can easily pivot when the world or personal circumstances change. 

Are you qualified?

I’ve been working in the financial services industry for over 20 years, starting with an insurance agency back in the 1990s. Over these decades, I progressed from operational and support roles, providing client service, creating procedures and offering investment advice to delivering full, comprehensive planning. My experience allows me to understand all facets of the business, providing a complete understanding of financial advisory firms.

 2010 was a turning point, having earned the CERTIFIED FINANCIAL PLANNERTM designation. Having the ability to weave together all areas of a client’s financial life truly motivates and energizes me.  I was fortunate enough to join a local holistic planning firm in 2014. Over the following six years, I created and helped implement financial life plans – working with clients and our team, focusing on goal projections, insurance evaluations, and estate planning, with some tax and investment analysis thrown in.

 I’ve seen and learned a lot about our profession, and I love to share that knowledge. In my work with Delegated Planning, I get to create both high-level and detailed financial plans for advisors and their clients, while also helping advisors with processes, presentation, and implementation.

Any other interesting things to know about you?

My husband and I have raised two adult sons and are enjoying the empty nest. We are focused on being vagabonds who enjoy our “work” – creating our life to be flexible for place and time, focusing on travel and experiences. 

 When the boys were young, we spent tons of weekends and most of the summers in Walt Disney World. My youngest even drew his dream home at the gates of WDW (I still have that!). Happy to share the tips and tricks I’ve learned like using the hidden entrance to Animal Kingdom and getting a breakfast reservation to beat the crowds at opening. 

 As the boys got older, we focused more on Scouting - my husband and sons are all Eagle Scouts. Our family is a huge supporter of the Scouting program – giving our time, talent, and treasure to help the movement.

 My husband and I are huge Dave Matthews fans and I can sing along with most any James Taylor song. Our travel usually includes a concert or festival experience.