Sue began her career in 1987, the year of the “Black Monday” market crash. As a result, her focus has always been on helping individuals and small business owners plan and develop strategies to achieve personal and financial goals, protect those goals, and provide peace of mind while navigating through the ups and downs of the markets and life. In 1997, the opportunity to manage the investment program at Nantucket Bank, brought her to the island where she still lives today. 

In 2010, Sue founded Storey Financial Services to better serve her clients and align with her personal and professional goals. In 2025, Sue merged her firm with ShorePoint Advisory Group to enhance her client offerings and expand the strength of her team. 

Sue has served as a board member and advisor to many nonprofit organizations on the Island, while collaborating with other professionals and trusted advisors. Sue feels there is nothing more rewarding than knowing her work has a real and lasting impact on the lives of her clients.   

Outside the office, Sue can be found out on the water, puttering in the yard, planting and replanting while fending off deer, at an airport, or on a ferry to Hyannis. Travel and boating are Sue’s passions, and she hopes to have time to play golf again one day. 

Professional Designations, Registrations, and Licenses

• Accredited Investment Fiduciary, AIF ®, College for Fiduciary Studies
• Certified Retirement Counselor® (CRC®) Institute for Retirement Education
• Certification for Long-Term Care® (CLTC®) Corporation for Long-Term Care Certification

Education

• University of Massachusetts, Amherst, Amherst, MA 
• Harvard Extension School, Marketing Program