Kerri Sullivan-Kreiss, CFP®, AIF®, CDFA® is president of Sullivan-Kreiss Financial. She founded the company in 2004 to provide superior, objective wealth management and investment advisory services affluent and emerging affluent individuals.Kerri is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® (AIF®), Certified Divorce Financial Analyst® (CDFA®), and Chartered Financial Consultant® (ChFC®) with more than 29 years of financial planning and investment advisory experience. She is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. She began her career after graduating magna cum laude from Bucknell University with degrees in both economics and Spanish.SullivanKreiss Financial, Inc. is located at 1700 West Park Drive, Suite 340, Westborough, MA 01581. Tel: (508)351-0770. Kerri Sullivan-Kreiss, CFP® is President of SullivanKreiss Financial. She offers securities and advisory services as an investment adviser representative of Commonwealth Financial Network®, a member firm of www.finra.org/www.sipc.org and a Registered Investment Adviser.Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Services, Estate planning, Divorce PlanningThis communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, ME, MI, MO, NC, NH, NV, NY, OH, OK, OR, PA, RI, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html