Josh Schlieman, CFP®
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, financial and income planning, as well as strategic and tactical portfolio construction and management. He currently holds his series 7 & 65 securities licenses with LPL Financial, as well as Variable insurance and Life, Sickness, Health licenses.
Josh has been involved in the financial planning and investment services field for his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services from 2003-2008.
Josh graduated magna cum laude in 2002 from The University of Georgia with a Bachelor’s degree in finance. He received his CERTIFIED FINANCIAL PLANNER™ Designation after completing the CFP® program at Oglethorpe University.
Josh is the former president of the board for Habitat for Humanity Hall County, and formerly sat on both their finance and investment planning committees. He is a former member of the United Way of Hall County Builder Society and a former campaign cabinet member. Josh is also a former member of the board of directors for Lakeview Academy and served on the school’s development committee. He is a graduate of the Leadership North Fulton class of 2012 and the Leadership Hall Class of 2014. Josh represents the firm’s membership to the Greater Hall County Chamber of Commerce and served on the Board of Directors. Josh is a member of the Rotary Club of Gainesville and a former member of the Annual Fund Committee for Children’s Healthcare of Atlanta. Josh currently serves on the board of the Northeast Georgia Health System Foundation and as a board member of the North Hall Touchdown Club.
Josh and his wife, Crystal, along with their children, Alex (14), Allizah (11) and Avery (5), live in Gainesville, Georgia. Whenever Josh is not in the office, his time is centered around his family and their many fun activities! Alex plays football, basketball and baseball, while Allizah plays softball, basketball and piano. Avery started t-ball this past year and Josh was one of the coaches for the team. One of Josh’s passions in life is being there to support his family and being involved in all of the kids' activities! In between sports seasons, Josh loves to travel with family, play a round of golf and cheer on the UGA Bulldogs! Josh and his family are active members of North Hall Church, involved in a number of functions at the church.