Jamey Sullivan

AAMS®, WMSTM
Managing Director

Jamey has been in the financial services industry for over 23 years. He holds a Bachelor of Science in Education from Indiana University. Jamey focuses his time on holistic planning for his clients. Jamey is from Paoli, IN. In his spare time he enjoys spending time with his wife, Stori and their 5 kids, Livia, Parker, Chad, Ian and Owen. He also enjoys spending time on the lake and cooking.