Susan Holbrook

Retirement Planning Officer

Susan Holbrook

Sue has been in the employee benefits industry since 1984. Her background in plan administration and government compliance has provided her with the skills to assist clients with developing the perfect retirement plan to meet their needs. She prides herself in developing and maintaining strong client relationships through prompt and thorough service.

Sue is a graduate of Southern Ohio College with a degree in Business Administration. She continues to increase her retirement planning knowledge through industry-related courses. Sue's interests away from work include flying, hiking, reading and volunteering with Heritage Place of Indianapolis, Inc.

Call Sue at 765.747.1576 or email her at

Susan Holbrook
Retirement Planning Officer

Retirement Planning 


Office: 765.747.1576

Fax: 765.751.1869

200 East Jackson St.

Muncie, IN 47305