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.
Sue enjoys living in the charming town of Cedarburg, Wisconsin, with her husband and their three children, including a pair of identical twin boys.
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.
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.
CEBS®, Certified Employee Benefit Specialist, certifies that the recipient has a comprehensive understanding of compensation and employee benefit principles and concepts.
RPA, Retirement Plans Associate, a designation co-sponsored by the International Foundation of Employee Benefit Plans and the Wharton School at the University of Pennsylvania.
AIF®, Accredited Investment Fiduciary, certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.
NQPC™, Nonqualified Plan Consultant, a credential offered by the National Association of Plan Advisors certifying proficiency in Nonqualified plans.
NAPA was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.