Managing Partner and Wealth Advisor
Andrew Sullivan is managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income...
Partner and Wealth Advisor
Associate Wealth Advisor
Office Manager (Gainesville) & Senior Client Services Associate
Colette joined the firm in 2011. She graduated from North Georgia College and State University in 2008, with a degree in Accounting. She received her MBA from there, as well, in 2010. Prior to joining the...
Senior Client Services Associate
Office Manager (Alpharetta) & Client Services Associate
As Client Care Coordinator, Antonella is responsible for maintaining the Alpharetta office services by organizing office operations and procedures, designing filing systems, reviewing supply requests, assigning and monitoring...
Senior Wealth Planning & Client Services
In her role as Wealth Plan & Client Services Associate, Katie is responsible for assisting in performing trade-related activities, building personalized financial plans, and portfolio review preparation. In addition to that, she...
AVP, Wealth Plan & Client Services
Business Development Associate
Client Services Associate