As Client Service Associate, he plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, he is instrumental in making sure clients have a positive experience. Calvin is also responsible for preparing the office for client meetings, client service and other administrative duties. In addition to his administrative tasks, he has also been busy pursuing several licenses. He holds his series 7 and 66 registrations through LPL Financial and recently achieved his Life, Accident and Sickness insurance licenses as well as his Variable Insurance licenses.
Calvin joined the Sullivan & Schlieman Wealth Management team in October of 2022 which makes him the newest member of the team. He started at Young Harris College before transferring to Georgia Southern University to graduate with a Bachelor’s degree in business management with a minor in Marketing. Additionally, Calvin received a Master’s degree in Business Administration from Georgia Southern University. Before joining the team, Calvin worked in the restaurant industry for over 10+ years, which allowed him to gain excellent management experience.
Calvin was born and raised around Atlanta, GA before moving to North Georgia. His brother is nearby in Smyrna, GA while his parents still live in northern Georgia. In his free time, Calvin enjoys playing a round of golf, fishing, working out and watching football with his friends. During football season, you can see Calvin cheering on his favorite college team, University of Georgia Bulldogs.