Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.


     Susan S. Lewis

Susan is the founder and owner of Platinum Financial Associates, Inc.  An Illinois native and long time resident of Naperville, Susan has served on many boards and is active in her community.  Married to Craig, and mother to Alex, Kyle and Christa, Susan is a 1983 graduate of University of Illinois with a Bachelor of Science in Accountancy and successfully passed her CPA exam during the same year.

Susan has obtained her Series 6, 7, 63 and 65 designations and also is licensed in the state of Illinois to sell Life, Health, Accident and Sickness Insurance as well as Variable and Fixed Life Insurance producets, Long Term Care Insurance and Annuities.

Susan prides herself with a welcoming door, and her personalized style contributes to the rapport she has established with her clients.  She encourages you to phone or visit at anytime.  She welcomes your business, however, more importantly, your trust.

 


 

       Diane Williams

After graduating from Illinois State University in May 1989, Diane Williams started her career in accounting with the Big 8 Firm of Coopers and Lybrand in Chicago, Illinois after successful completion of her CPA exam.

Diane has been an integral associate with Platinum Financial Associates, Inc since its inception in 2001.  Diane has obtained her Series 6, 63 and 65 designations and also is licensed in the state of Illinois to sell Life, Health, Accident and Sickness Insurance as well as variable and Fixed Life Insurance producets, Long Term Care Insurance and Annuities.  

Diane currently resides in Naperville with her husband Luke, and two sons, Andrew and Eric. Diane  invites you to write, call or visit for a no obligation consultation.