Sue Marsh oversees the planning team at Navitas, which creates plans that start with a thorough understanding of each client’s values, wealth transfer goals, asset growth, protection needs, and vision of their family legacy.
Prior to re-joining Navitas in 2021, Sue was a tax partner in the Chicago office of KPMG for 8 years, the Director of Planning at Navitas for 14 years, and a Sr Business Transition Strategist at the Wells Fargo Private Bank. Throughout her career, Sue has used her extensive tax background to help closely-held business owners transition their businesses to the next set of owners, either to family members or to third-parties, in ways that enable both the business and the family to thrive.
With the recent merger of Navitas Wealth Advisors, Kientz, Tipton, and Breazeale and Investment Planning & Management, Sue has returned to Navitas to lead the planning team. She brings 35 years of experience, insight, and a fresh perspective in leading our organization.
Sue has a Bachelor of Science in Business Administration from Indiana University and a Master of Science in Taxation from DePaul University. Although she is not currently practicing, she is a Certified Public Accountant.