Susan K. Severson
Lead Wealth Manager
Registered Principal

Susan Severson
Sue is a Lead Wealth Manager working with individuals nearing retirement or those that are already retired. She has over 26 years of experience in the financial services field and actively works with clients, accepting a limited number of new clients each year. When you meet with Sue, you will quickly pick up on her attention to detail and her willingness to go the extra step in helping clients determine and reach their goals now and in retirement. Ms. Severson earned a degree in Business Administration from Wartburg College, holds the Series 6, 7, 24, 51, 63, 66, and insurance licenses, and is a Registered Principal with Triad Advisors, LLC. In her free time she enjoys reading, kayaking, spending time with family and friends, and supporting the ACS Relay for Life event, as well as various other charitable organizations in the community.