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
Josh Schlieman is a partner and wealth advisor for Sullivan & Schlieman Wealth Management, LLC (SSWM). He oversees the Gainesville branch of SSWM. Josh offers access to a full range of comprehensive financial services, including estate,...
In his role as Wealth Advisor, Austin offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management....
Associate Wealth Advisor
At Sullivan & Schlieman, Emily provides a full range of comprehensive financial services, including estate, financial and income planning, strategic and tactical portfolio constructions and management. Emily also assists with...
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 Services Associate, 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...
Client Service Associate
AVP, Wealth Plan & Client Services
As AVP, Wealth Plan & Client Services, Davis assists in performing trade-related activities and client requests such as deposits, contributions and RMDs. In addition to that, he is also responsible for handling prospective and current...
Client Services Associate
As Controller for Sullivan and Schlieman Wealth Management, LLC (SSWM), Pamela assists with the financials of Sullivan and Schlieman as well as manages the company 401k and benefits. Pamela also consults with Sullivan & Schlieman