Sue Schmitt
Operations Specialist
With over 15 years of experience supporting financial advisors and serving clients, Sue brings a strong background in operations and a passion for building meaningful connections. She’s dedicated not only to meeting client needs but also to fostering relationships that make people feel comfortable, understood, and well cared for.
Originally from the Mississippi Delta, Sue has called Memphis home for more than 40 years, where she raised her two children. Outside of work, she enjoys SEC football Saturdays, gardening, reading, and spending time with her family.