Patrick Kim Sullivan

For as long as you can remember, you’ve put others first. Your sense of duty made it your life’s mission to keep them secure - whether deployed overseas fighting for what’s right, running towards danger in scary times, or ensuring your people have what they need to be successful, you're always there.

Then the day comes when it’s time to prioritize your future; shifting your mindset can feel daunting but can be the greatest act of service for those you care about. Without a carefully crafted plan in place, you risk losing the ability to leave a lasting legacy reflecting your life’s work.

That’s why - while you’re focused on all that – we focus on you. On what’s needed to secure the future for you, your family, your community, and legacy.

Alongside my team, I’m honored to help service members, retiring officers, first responders, and other specialists in their field see benefits from their hard work and dedication. We get to know you genuinely, understanding your goals and values - and we don't shy away from honest rapport about what it’ll take to get there. Then, we create a tactical financial plan that leverages your career’s unique benefits to achieve the financial health and retirement you deserve.

Rest easy knowing there’s a team of financial experts behind you - providing guidance, expertise and focused planning to best serve you, every step of the way.