Education & Certifications
BA - Psychology & Minor Sociology, Marquette University
Certified Employee Benefit Specialist (CEBS®)
Retirement Plans Associate (RPA)
Accredited Investment Fiduciary (AIF®)
Nonqualified Plan Advisor (NQPC)
Investment Adviser Representative License (Series 65)
Organization Involvement
National Association of Plan Advisors (NAPA)
Member and Past President Wisconsin Retirement Plan Professionals Ltd (WRPPL)
Member WIPN: We Inspire, Promote, Network
Cedarburg Cultural Center Board of Directors, Secretary
Suzanne Weeden
Senior Relationship Manager
CEBS®, RPA, AIF®, NQPC™
Sue is a valued Senior Relationship Manager at Spectrum, known for her client-centric approach. She prioritizes building strong relationships with her clients, taking the time to understand their unique business needs and employee goals. This deep understanding allows us to create retirement plans that are tailored to their specific needs. Sue's meticulous attention to detail ensures that every aspect of the plan is carefully considered.
Industry Start Date:
1999
Spectrum Start Date:
2014
Fun Fact:
Outside of the office, you can find me hiking, reading, watching many hours of youth sports, and planning my next travel opportunity.
Personal Background
Sue enjoys living in the charming town of Cedarburg, Wisconsin, with her husband and their three children, including a pair of identical twin boys.
Embodying Spectrum’s Principles
It’s refreshing to work with a close-knit group of professionals who trust each other, seek counsel from each other, work together, have fun doing it, and share a steady stream of Seinfeld references.
Integrity is at the core of our daily work and interactions with plan sponsors and plan participants. From putting together a plan review making sure we are sharing everything a plan sponsor needs to know to meeting each individual wherever they are on their financial journey. Each person is on a different path and we must customize our advice for each individual situation. It’s not doing the same thing every day, but doing the right thing every day.