Mark Sullivan

With more than 15 years of experience and an MBA in Investments, Mark is passionate about helping individuals and families navigate the complexities of financial planning. He focuses on guiding clients as they work toward their most important financial goals.

He works closely with individuals and families to address short-term needs, plan for long-term objectives, and navigate major life transitions. By taking a personalized, goal-focused approach, he seeks to understand each client’s unique needs and aspirations before developing a tailored strategy.

Outside of work, he enjoys spending time with his wife, Megan, and their two children, Patrick and Lucy.