About Our Financial Planning Company in Lexington, KY
Seals Financial Is Dedicated to Your Growth
As a fee-only professional financial advisor, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. My goal is to set tangible goals and put strategies in place to help you reach retirement as easily and quickly as possible—the sooner you start preparing for retirement, the better.
About
Suzanne Springate
Suzanne Springate serves as the Administrative Assistant for Seals Financial Planning & Investments VI, LLC. Prior to working with Steve Seals, Suzanne earned a Doctorate in Nursing Practice with an emphasis on Executive Leadership. Suzanne’s career included roles in nursing management, hospital operations administration, and she led the Office of Service Excellence for the UKHealthCare enterprise for several years. She has published articles related to patient advisory groups, how patients perceive physician competency, and responsible consumer healthcare marketing.
With a background in leadership and process improvement, Suzanne brings to our practice a commitment to client satisfaction and understanding. Her main goal is to ensure clients are comfortable and confident when choosing to work with us.
Suzanne first met Steve when he was the financial advisor for the University of Kentucky Federal Credit Union. Steve inspired confidence by explaining her retirement portfolio and investment options in an understandable and relatable way. She immediately transferred her investment portfolio to Steve and signed on to have him manage her UK retirement account as well. When Suzanne was considering a career change in 2016, she and Steve began a business collaboration which has proven to be an outstanding partnership.
A native Kentuckian, Suzanne spends time in both Kentucky and Illinois. Her adult children, Hunter and Tracy, and daughter-in-law Caitlin, live in the Chicagoland area along with her three grandchildren, John, Martin, and Caroline.
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