Monarch Financial Advisors

Sue is an investment advisory representative with Core Investment Group, LLC, and is licensed to provide life insurance and fixed indexed annuities in multiple states. She is also 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.

Sue founded Monarch Financial Advisors as a way to combine her experience and credentials for holistic financial solutions. Sue is independent from any proprietary products or any specific insurance agencies. This allows her access to a wide breadth of different investment options and insurance carriers, keeping her focus where it should be - on your goals, objectives, and dreams.

Sue graduated from Union College in Schenectady, NY with a major in Mathematics and minors in Economics and German. She lives in Ohio with her husband Dan, and has two sons in college. She enjoys running with her dog Copley, making wine, and has completed an Ironman Triathlon in Chattanooga.

Sue Burnett – Founder


Our Mission

We are committed to designing understandable, creative, customized financial solutions that align with our client’s goals and objectives.

Our Vision

Our vision is to be the premier financial partner for individuals and business owners by providing personalized recommendations, thoughtful and clear financial education, and an unwavering commitment to exceptional service.

Our Core Values


Today Is The Perfect Day To Plan For Your Future

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