InSight Investment Planning's Kimberlee Sipe has been a collegue of owner and founder of Ballantyne Tax & Financial, Susan Whitfield for over 6 years and formally partnered in 2014. With over 22 years of experience in the tax, accounting and financial industry, Susan is a trusted expert for all of InSight's clients' tax needs. Before founding Ballantyne Tax and Financial, Inc. in 2004, Susan was the Director of Tax for the Cato Coroporation in Charlotte, North Carolina.
Susan is a been a Certified Financial PlannerTM or CFP®since 2003, holds her FINRA Series 7 and 65 licenses and is an independent registered broker with Capital Investment Group, Inc in Raleigh, North Carolina. She is also licensed in North Carolina for life, health, long-term care and disability insurance, as well as, is a licensed real-estate broker.
Susan is an alumnus of Clemson University where she earned her Accounting BS degree. Susan is an avid and experienced traveller and enjoys all climates, but especially enjoys snow skiing.