Michael Sullivan

AIF®
Managing Director,
Wealth Advisor

Michael has a proven track record of guiding clients through complex financial landscapes. He concentrates his efforts on the development of financial plans, asset allocation, and investment strategies. Michael is an accomplished professional with extensive knowledge in managing and optimizing employee benefit programs. With over 20 years of experience in the field, he has demonstrated his competency in providing improved outcomes for the clients he serves. He is relentless in his goal of educating investors with his no nonsense approach to personalized financial solutions that incorporate customized, comprehensive solutions in the field of wealth management.