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Our External Resource Team

STEPHANIE PLATT*

Stephanie Platt began working with Calamita Wealth Management in 2010. Stephanie is responsible for various administrative duties including processing client service requests and handling the daily operations of the firm.

Stephanie began her career in Financial Services in 1992 with Prudential Insurance. She graduated in 1994 with a Bachelor of Business Administration in Finance and Economics. Shortly after graduation, she accepted a position at Dean Witter Reynolds, assisting several top financial advisors with sales and marketing. In spring of 1995, she was recruited by Vestax Corporation where she headed up their product division concentrating on Mutual Funds and Variable Annuities.

Stephanie went on to hold positions as a Regional Sales Manager of an insurance marketing organization as well as Director of Sales and Product Development for a mid-size Broker Dealer. In 2007, she decided to branch out on her own to offer administrative and operational support services to select advisor firms around the country.

Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn, Haleigh and Gabriel. She enjoys camping, gardening, quilting and reading.

 

SUSAN CHESNEY, CFP®**

Susan Chesney began working with Calamita Wealth Management in 2013. Sue is responsible for analyzing strategies to help clients achieve their personal and financial objectives. After completing a comprehensive evaluation of our clients current situation, she helps develop a written plan to accomplish agreed upon goals and monitor progress going forward.

Sue earned a Bachelor of Science degree in business from the University of Virginia and completed a Master of Science degree in Personal Financial Planning.

As a Certified Financial PlannerTM professional, Sue has worked in the financial services industry for more than 15 years. She began her career as a retirement plans specialist for a securities clearing firm and transitioned to manage the western regional financial planning department of a national broker-dealer. In 2005, Sue took the opportunity to develop and manage the financial planning division of an independent Registered Investment Advisor firm. She decided to branch out on her own to offer financial planning support services to select advisor firms around the country in 2011.

Sue enjoys travel, volunteering and outdoor activities. Living in Denver, Colorado, provides her ample opportunity to enjoy the mountains in all seasons.

*Services provided by FSOS, LLC. | **Services provided by Delegated Planning