Broker Check
Susan  Stack

Susan Stack

Wealth Advisor

Susan has more than 20 years of diverse experience as a financial services and estate planning advisor.
Starting while a junior in college as an intern for Northwestern Mutual, she obtained her life and health
insurance licenses and began providing insurance solutions to individuals, families and small business
owners. It was through these early client relationships that she realized she wanted to dedicate her
career to helping individuals understand their finances so that they could take the steps needed to
attain their retirement goals.
As she realized early on that effective retirement planning required more than just insurance solutions,
she expanded the financial planning services she offered to include working with large corporate
retirement plans. Since then she has served as a senior consultant to major retirement planning firms
for more than 12 years, providing investment planning, education, family budgeting and income
distribution analysis to participants of corporate retirement plans.
It was her love of getting to know her clients and building trust and relationships during her years as a
senior consultant that led her to create Stack Financial Services, where she serves as an independent
wealth advisor, providing comprehensive wealth management and financial planning.
Susan received a Bachelor of Business Administration from the University of Kentucky, with a BBA in
Marketing. She holds the CRPC (Chartered Retirement Plan Counselor) and CRPS (Chartered Retirement
Plan Specialist) designations from the College for Financial Planning. Susan is licensed to provide
financial advisory and insurance services to clients in Kentucky and Indiana. She has also been published
as a guest contributor in Business First magazine and is involved with the Louisville Independent
Business Association.
A Louisville native, Susan resides in her hometown with her husband Matt, three children and two dogs..