Sue Peck, CFP® Evolution Financial LLC

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About Sue Peck, CFP®

I am Sue Peck, CFP®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future.

I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

I am far from perfect, and I’ve made mistakes, though I prefer to call them learning opportunities. I…could have done better in my 20’s. I learned.

I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). After having those learning experiences in my 20’s (professional highlights include: International Dairy Queen, a very brief stint at a magazine, temp work, and doing collections for a cell phone company), I landed at an investment management firm with a focus on tax efficient investment strategies. It was during my almost 12 years there that I honed my financial planning expertise and discovered my love of working with clients to help them reach their financial goals and strive for their dreams.

Community is important to me. I am a board member for the Northside Business Association, and also on the Finance Committee for the North/Eastside Senior Coalition (NESCO). I’m also a member of OPEN (Out Professional Engagement Network).

My husband Nathan and I live on the north side of Madison with our two Border Collie mix dogs, Dracena (Puppers) and Pippa, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.

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Ideal Clients

  • Established Professionals
  • Gen X
  • In Transition
  • Income Planning
  • Offers Free Assistance to Furloughed Government Workers

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125
  • AUM Quarterly Fee: 0.75%

 

SEC Records

States Registered

  • Wisconsin

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