Sue has over 30 years of experience in the financial world. She was recently a VP Branch Manager of Regions Bank for over 15 years. She is passionate about working with clients to help them build their financial future. Over the years, she has helped hundreds of consumers get on the road to financial success. Whether you are purchasing your dream home, buying a new car, or applying for a loan, Sue can assist. Sue carries a Life and Health Insurance and Annuities License. She also has an extensive training background in finance.
Michael P. Dannessa CFC™
Mike has over 21 years of experience helping people lead a healthier financial life. He built and ran three successful companies and has been certified as a Registered Investment Advisor, a Life, and Health Insurance and Annuities Representative, Mortgage Loan Officer, Consumer Credit Counselor, and Certified Financial Coach.™ Mike’s goal, through Independent Financial Coaching, is to make tools and guidance available to individuals and small companies so they can live a financially successful life.