Patrick has more than 30 years of financial planning experience. He received an MBA from Pepperdine University where he was first exposed to the emerging financial planning movement. 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 with the various aspects of 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 13 years of financial planning and investment management experience. He has completed advanced studies in investment management being 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 that their needs are continually being met. Kevin manages many of the investment disciplines here at Sullivan & Associates, such as our small cap, convertible, and socially responsible portfolios. Kevin is an avid traveler with a goal of visiting all 50 states and 100 countries.

Michael has been a licensed investment advisor representative for the past 27 years in the Roaring Fork Valley. His investment background includes work for a municipal bond investment company in the early 80’s, 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, environmental organizations and foundations, and volunteers time to help manage public employee retirement funds. His spare time includes river running, bicycling and more than 30 years trying to be a good father.

Randy has more than eight years of financial planning and investment management experience. He has a life, accident and health insurance license as well as his master's degree in Personal Financial Planning. After meeting with clients to understand their individual needs, Randy creates customized strategies designed to help them reach their financial goals. He stays up to date with clients’ changing circumstances to ensure that their needs are continually being met. He ensures that each client receives proper and timely financial planning advice along with the highest level of service. Randy is also an active Air Force Reserve Officer with over 16 years of service.

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 from setting up our clients' appointments to preparing the various reports and executing follow-up items. She enjoys the outdoors and spending time with her daughter.

Anthony is a registered representative with Raymond James with more than nine years of experience in the financial services industry. He is also a general securities principal and assists in making sure we meet our compliance objectives. As a client service specialist, Anthony endeavors to make sure our clients receive the highest level of service possible. He is vital to many aspects of our client experience from setting up our clients' appointments to preparing the various reports and executing follow-up items. Anthony enjoys the Colorado outdoors including biking, hiking and sand volleyball.

 Emily is a registered representative with Raymond James. As a client service specialist, she endeavors to make sure our clients receive the highest level of service possible. Emily is vital to many aspects of our client experience from setting up our clients' appointments to preparing the various reports and executing follow-up items. In her spare time, she enjoys hiking, playing tennis and spending time with her family and friends.

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 in their travel trailer and on their motorcycle.

Nancy has more than nine years of customer service in the financial services industry. She is responsible for maintaining the database and ensuring that the data is current and accurate. Nancy has also obtained her registered paraplanner designation. Nancy enjoys spending time traveling with her husband and daughter.