Craig Sullivan

Craig is our Client Liaison, an Investment Adviser Representative, and an integral part of our team. In his role, Craig excels at providing outstanding customer service support for our clients and their managed accounts. He takes pride in being a trusted point of contact, ensuring that each client feels valued, heard, and well cared for. With an extensive background in business and a lifelong interest in finance—sparked when his father first taught him about investing as a teenager—Craig brings both practical knowledge and genuine enthusiasm to his work. His positive attitude, attention to detail, and ability to build meaningful relationships make him a tremendous asset to our firm.

Craig is originally from Wisconsin but grew up in Central Florida, giving him a blend of Midwestern values and Florida roots. He and his wife, Jessica, married in 2005 and have built a life centered on faith, family, and community. Together, they are raising three wonderful children: their daughter, Alyssa, and their two sons, Ayden and Elijah. Craig enjoys staying active in his children’s lives and supporting them in their individual pursuits, from school activities to sports and beyond.

Outside of work, Craig is an avid reader who enjoys continually learning, whether through books, articles, or financial research. He also cherishes spending quality time with his family, whether it’s enjoying a quiet evening at home, exploring local events in the community, or taking family trips. Those closest to him describe Craig as approachable, dependable, and someone who always puts others first—a quality he brings not only to his personal life but also to his work with clients.