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Sue Burnett - Owner

FSA, EA, QKA, Independent RIA

Sue is a pension actuary with over 25 years of experience, attaining her FSA from the Society of Actuaries and her Enrolled Actuary designation from the Joint Board. She is also an Independent Registered Investment Adviser, and is licensed to provide life insurance and fixed indexed annuities in multiple states.


Sue founded Monarch Financial Advisors as a way to combine of her experience and credentials for small business solutions. Business owners looking for help with business planning, investments, and retirement can find all of that with Monarch. By having multiple choices for investments, pension plans, and insurance carriers, her advice is based solely on the goals and needs of the investor.

Sue is lives in Ohio with her husband Dan, and has two sons in college. She enjoys running with her dog Copley, and has completed an Ironman Triathlon in Chattanooga.

 

Our Team

Committed to Excellence

The team at Monarch Financial Advisors has been helping small business owners with all aspects of planning for the future. Our years of experience have taught us to always make your business success our priority.

We are ready to help develop your plan for success - from qualified plan design and administration, to nonqualified business solutions, to investment decisions. You have our unwavering support starting now, through retirement, and beyond. 

 

(513) 502-2637

Loveland OH 45140

©2019 by Monarch Financial Advisors