Patrick has more than 30 years of financial planning experience. He was first exposed to the emerging financial planning movement while earning his MBA from Pepperdine University. After becoming involved in financial planning, Pat taught investment and portfolio management at the master’s level for universities in Colorado and elsewhere. He founded Sullivan & Associates in Colorado Springs in 1980 and since that time has been recognized as one of the top advisors at Raymond James Financial Services, Inc. Pat works with many individuals and small businesses around the country, helping them achieve success through sound financial planning and investment management. In his spare time Pat enjoys photography. Many of his photos are displayed around our offices.

Kevin has more than 14 years of financial planning and investment mangement experience. He has completed advanced studies in investment management and has been awarded the Chartered Financial Analyst designation. After meeting with clients to understand their individual needs, Kevin creates customized strategies designed to help them reach their financial goals. He stays up to date with clients’ changing circumstances to ensure their needs are continually being met. Kevin manages many of the investment disciplines at Sullivan & Associates, such as our small cap, convertible, and socially responsible portfolios. Kevin is an avid traveler with a goal of visiting 100 countries and all 50 states.

Michael has been a licensed investment advisor representative in the Roaring Fork Valley for the past 27 years. His business and investment background include: work for a municipal bond investment company in the early 80s; a wide variety of business experience, from owning and operating a retail business to working on the board of a restaurant chain; and five years as president of a newspaper company with over 100 employees. His extensive experience in financial planning includes hands-on work with trusts and estates. He dedicates significant time to nonprofit organizations, including schools and environmental organizations and foundations, and volunteers time to help manage public employee retirement funds. His spare time activities include river running, bicycling, and devoting more than 30 years to trying to be a good father.

Jennifer is a registered representative with Raymond James and a registered paraplanner with more than three years experience working in the financial services industry. As a client service specialist, Jennifer endeavors to make sure our clients receive the highest level of service possible. She is vital to many aspects of our client experience, including setting up our clients' appointments, preparing the various reports included in our updates, and executing follow-up items. She enjoys the outdoors and spending time with her daughter.

Kristin is a registered representative with Raymond James with more than five years experience working in the financial services industry. As a client service specialist, Kristin endeavors to make sure our clients receive the highest level of service possible. She is vital to many aspects of our client experience, including setting up our clients' appointments, preparing the various reports included in our updates, and executing follow-up items. She enjoys hiking, skiing, golf, art, and spending time with her mini-dachshunds, Cami and Copper.

Sarah is a registered representative with Raymond James and comes to our office with extensive experience in customer service and management. As a client service specialist, Sarah endeavors to make sure our clients receive the highest level of service possible. She is vital to many aspects of our client experience, including setting up our clients' appointments, preparing the various reports included in our updates, and executing follow-up items. She enjoys creating art, reading, and spending time with her friends and family, especially her adorable son.

Maryann is a registered representative with Raymond James and has more than 20 years of customer service experience, 15 years of which have been dedicated to the financial services industry. She has achieved the designation of Chartered Retirement Plans Specialist. Maryann is responsible for formulating marketing strategies and business development for Sullivan & Associates. In her spare time she enjoys community volunteering, sports and traveling with her husband.

Jane has worked in the insurance industry for more than 13 years. She is a member of the National Notary Association and is a Colorado Notary Public. She helps with the processing of insurance products. She is also responsible for ensuring that the administrative parts of the office are handled efficiently. Jane enjoys traveling with her husband and their collie rescue dog, Sassy, in their travel trailer.

After spending the past two decades raising her three wonderful children, Lori has re-entered the work force as the receptionist for our office. In addition to answering your phone calls and making you feel welcome when you enter the office, Lori provides administrative assistance and other office support as needed. She applies her education in music when singing “Happy Birthday” at office celebrations, and enjoys playing music with two of her children every Sunday morning.