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 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 Presidents 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 hot 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.

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, 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.

Bethany Longmore

Director of Visionary Implementation

With over 19 years of industry experience, Bethany brings numerous attributes to Sullivan Financial as our Director of Visionary Implementation. 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.

Ashley Smelser

Financial Advisor & Wealth Strategist

With over 8 1/2 years of industry experience, Ashley comes to Sullivan Financial as a Financial Advisor and Wealth Strategist. She has a consistent track record of helping clients achieve their financial goals with actionable and empathetic financial advice.

Ashley earned her Bachelor of Science in Psychology at the University of Southern Mississippi in 1994 and has specialized in providing an exceptional client experience throughout her career. She has a passion for leading clients on a journey to align their money with their values; assisting them to finding confidence, peace and security along the way which makes her a perfect fit here at Sullivan Financial.

She resides in Old Saybrook and has recently become an empty nester with two children in college. Ashley spends her free time playing tennis, golf, reading, and seeing live music.

Lauren Ashe

Operations & Client Service Specialist

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 our Operations & Client Service Specialist at Sullivan Financial. Raised in Waterford, Lauren and her family have been Old Saybrook residents for 13 years, and together with her husband and two children, she enjoys everything the shoreline has to offer. In her free time you can find her spending time with her family boating, fishing or trying new restaurants.

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 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.