Co-Visionary & Strategy Consultant

David is actively involved behind the scenes at Sullivan Financial Advisors. He works closely with Jane to enhance her future vision of the company in a way to best serve their clients’ needs. David is a brilliant financial planner in his own right and operates his own holistic financial planning company, which is based out of British Columbia, Canada, and completely independent from Sullivan Financial Advisors. He helps align our team and educates them on wealth building strategies and case design.

David founded his business, Holistic Fiscal Strategies, Inc in 2008 and has 35 years of experience in business management and finance with more than 2000 hours of specialized training which he helps to apply at Sullivan Financial.

He is a proud Father to three inspiring daughters, Alexa, Deanna & Dylan, which makes him all the more passionate about amplifying Sullivan Financial’s mission to empower women. When David is not working with clients (and making everyone laugh), he enjoys golf, hot yoga and boating in the CT River & Long Island Sound.