Meet Your Advisor

I started Sullivan Financial with the basic idea to create a company that is guided by trust, integrity, and attentive service. I believe firmly in the Mom and Dad Rule, which is to treat each client in a manner that I would want my parents treated in the same situation. That means putting your needs first by removing unnecessary and confusing jargon, eliminate excessive and hidden fees, and I will take the time to make sure that you fully understand your financial plan.

I am an Independent Advisor, so I can offer a wide variety of financial products to achieve your financial goals and am not beholden to any specific company or product. I only recommend products that benefit you!

I truly believe the best way to predict the future is to create it!