Our Team

Jane Sullivan, CFP®

Principal & Financial Advisor

With over 19 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 and takes pride in building personal relationships with all of her clients. You will often find her as an industry speaker at Women in Finance events.

Accomplishments:

  • Five Star Wealth Manager (2017 – present)
  • Women’s Choice Award Recipient
  • Hartford Business Journal Family Business Award Finalist
  • Women Leaders Association Member & CFP® Board Mentor

Jane resides in Old Saybrook, CT with her husband and fellow financial advisor, David, along with their adorable rescue chocolate lab, Reagan. When she’s not assisting her clients to more effectively manage their finances, Jane keeps active through practicing yoga, enjoying the surrounding bodies of water with Reagan, or getting a good sweat in on her Peloton. She and David travel as much as they can, especially to David’s original home in Kelowna, British Columbia.

Bethany Longmore

Director of Visionary Implementation & Client Service

With over 16 years of industry experience, Bethany brings numerous attributes to Sullivan Financial as our Director of Visionary Implementation & Client Service. Her focus is on strategic initiatives of the firm to enhance the client experience. She first received her B.S. in Business Administration from Saint Michael’s College, going on to earn her Masters in Management and Organizational Leadership from Albertus Magnus College.

With extremely strong organizational, analytical, and planning skills, Bethany manages projects related to firm-wide strategies and enjoys building and maintaining client relationships.

Bethany resides in Glastonbury with her husband, Mark, and son, Jack. When she’s not managing projects and maintaining client relations, Bethany is chasing after her curly-headed cutie, Jack, spending quality time with her family at the beach or practicing yoga.

Laura Trutnau

Operations & Client Service Specialist

The newest team member to Sullivan Financial, Laura has extensive experience in the financial services industry specializing in marketing, operations, and client relations. She takes pride in connecting with clients while providing exemplary service and internal support to the team.

Originally beginning her working career in the publishing industry with a degree in Journalism from Southern Connecticut State University, Laura brings with her a diverse background. Her tenacious sense of follow through, diligence to detail and positive “can-do” mindset are all great assets she demonstrates daily.

Laura currently resides in the Branford area with her two daughters. Her older daughter is currently in college and her younger daughter will be graduating high school next year. When not in the office, she enjoys long weekend trips to the Cape or Newport, meditating, and reading outside.

Reagan

Reagan has been an employee at Sullivan Financial for over 7 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 spare time, Reagan enjoys long walks on the beach with her Mom & Dad, swimming in the CT river, chasing squirrels, belly rubs, and the occasional hamburger.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future.

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Let’s plan your future!