Susan D. Carr, CFP, MBA
Executive Vice President/COO

Phone: (720) 529-6040
Email: scarr@themadisongroup.com
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A Certified Financial Planner and a member of the Financial Planning Association, Sue brings her expertise as a financial planner and analyst to The Madison Group's clients.

She develops highly detailed financial models under a variety of assumptions and economic scenarios to assist in the evaluation of various long-term financial strategies for wealth transfer. By incorporating financial, legal and taxation issues into these models, she provides the underlying rationale for discussions with our clients and their advisors which ultimately serves as the basis for our design and funding recommendations.

Sue manages The Madison Group’s Design team, as well as all internal operations and departments of The Madison Group. Her previous practice encompassed life insurance planning, investment strategies and retirement and estate planning for individuals and businesses. Sue provided her clients with analysis of personal financial objectives and financial portfolios, both qualified and non-qualified, and developed detailed action plans and investment models for implementation.

Also prior to joining The Madison Group, Sue served as vice president and financial analyst for a private company, providing financial analysis and recommendations on a variety of business planning and investment opportunities. Sue holds a Bachelor of Science (Magna Cum Laude) degree in Microbiology with a minor in Chemistry from the University of Memphis and a Masters in Business Administration degree from the University of Colorado. She is a member of the Association of Advanced Life Underwriters.