Tom Sullivan Email & Phone Number

I am dedicated to guiding individuals and families to and through a worry-free retirement lifestyle with strategic financial planning. As a military veteran, I embody the ethos of disciplined preparation, goals based learning, and smart planning for long-term success. Passionate about aligning financial strategies with personal values, I empower clients to invest in accordance with their beliefs, be they Environmental, Social, Governance (ESG), Halal and Sharia values, Roman Catholic Values, or something specific to you. A Georgetown University graduate in Liberal Studies, I am living and educating through the Jesuit tradition of "Cura Personalis," care of the person. A University of Michigan Ross School of Business MBA graduate, I am committed to building a better world through my clients and practice. Through powerful ideas, purpose-driven leadership through a turbulent financial landscape, and positive impact, I empower my clients to make a positive difference in their lives, their family's lives, and the world. I belief a life is better lived through service. After my time in the military, I continue to pay it back and pay it forward through my volunteer advocacy with non-profit organizations such as Warrior-Scholar Project, Service-to-School, FourBlock, and The Washington Center. I want to see military service-members succeed in a post-service life. My core values serve as a guiding principle for how I live and lead. They represent my commitment to excellence and bring my best self to everything I do. Academic Excellence Be an Owner Be Inclusive Care for Our Common Home Community in Diversity Connect & Collaborate Contemplation in Action Cura Personalis Do Great Things Interreligious Understanding Learn & Grow People for Others *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.