Generated by All in One SEO v4.9.3, this is an llms.txt file, used by LLMs to index the site. # Sullivan Financial Advisors Holistic Financial Services ## Sitemaps - [XML Sitemap](https://sullfin.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Hello world!](https://sullfin.com/hello-world/) - Welcome to WordPress. This is your first post. Edit or delete it, then start writing! ## Pages - [Home](https://sullfin.com/) - [Client Password Page](https://sullfin.com/password/) - [Important Information](https://sullfin.com/important-information/) - [Client Login](https://sullfin.com/client-login/) - [Our Team](https://sullfin.com/our-team/) - [Culture & Careers](https://sullfin.com/culture-careers/) - [Links](https://sullfin.com/links/) - @sullfinct Contact us Our Process Meet our Team Client Login Website - [Individuals & Families](https://sullfin.com/individuals-families/) - [Instituitions & Business](https://sullfin.com/instituitions-business/) - [Our Process](https://sullfin.com/our-process/) - [Contact](https://sullfin.com/contact/) ## Client Videos - [Unwinding Some Financial Myths](https://sullfin.com/important_informatio/unwinding-some-financial-myths/) - [Finance 101: What We Tell Every Recent Grad](https://sullfin.com/important_informatio/finance-101-what-we-tell-every-recent-grad/) - [Weathering Volatility & Seeing Results](https://sullfin.com/important_informatio/weathering-volatility-seeing-results-2/) ## Team - [Jane Sullivan, CFP®](https://sullfin.com/team/jane-sullivan-cfp/) - Principal & Financial Advisor With over 20 years of industry experience, serving as a licensed Financial Advisor since 2008, Jane is a Certified Financial Planner™ (CFP®). She received her B.S. in Financial Services from Bryant University. Her passion is empowering people financially while having fun throughout the process. She takes being a fiduciary extremely seriously - [Eileen Bresnahan](https://sullfin.com/team/eileen-bresnahan/) - Office Administrator With over 27 years of experience in customer service across financial investment, technology, operational services, and compliance, Eileen brings a wealth of expertise to her role as Office Administrator. Her broad knowledge of computer software, exceptional communication and organizational skills, and ability to manage multiple responsibilities make her an invaluable member of the - [David Demeyere](https://sullfin.com/team/david-demeyere/) - 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, - [Shauna Thomas](https://sullfin.com/team/shauna-thomas/) - Operations Specialist As an Operations Specialist, Shauna plays an essential role in supporting the firm’s daily operations. She is responsible for managing client documentation, processing daily trades, and addressing client requests with accuracy and efficiency. Additionally, Shauna ensures the integrity of our data feeds and helps maintain smooth operational workflows. Her work includes overseeing audits - [Lauren Ashe](https://sullfin.com/team/lauren-ashe/) - Managing Director & Client Concierge With over 20 years of experience working in the non-profit sector, it’s clear that Lauren’s passion and expertise are rooted in community. Lauren brings her people-first approach to her role as Client Concierge, where she excels in assisting clients with all requests, paperwork, website and app access, and building meaningful - [Reagan](https://sullfin.com/team/reagan/) - Reagan has been an employee at Sullivan Financial for over 8 years as our Chief Stamp Licker & Chairwoman of the Welcoming Committee. She takes pride in making everyone feel welcome and at home in a stress-free environment. Not to fret if you don’t like dogs, she also enjoys napping in Jane’s office. In her ## Testimonials - [Testimonial 2](https://sullfin.com/testimonial/testimonial-2/) - Financial decisions should be based on verification, not opinions or biases. — Jane Sullivan - [Testimonial 1](https://sullfin.com/testimonial/testimonial-1/) - Money is a finite resource that cannot be wasted. We need to put your money in motion; to do as many jobs as possible. — Jane Sullivan ## Categories - [Uncategorized](https://sullfin.com/category/uncategorized/) ## Testimonial Categories - [Individuals](https://sullfin.com/testimonial-category/individuals/) - [Institutions](https://sullfin.com/testimonial-category/institutions/)