Team
At Sullivan Financial Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Thomas Sullivan, CFP®
LPL Registered Principal
(702) 685-5402
Tom Sullivan is a CFP® and Registered Principal with LPL Financial. He came to Las Vegas from Colorado Springs, CO in 1985 on scholarship to play tennis for UNLV where he earned a degree in Finance from the School of Business. After...
Blain Bogar, MBA, AAMS®
Wealth Management Advisor
Blain Bogar is a Wealth Management Advisor, Accredited Asset Management Specialist and MBA with LPL Financial. He started working as an independent advisor in 2009 with LPL Financial in Las Vegas, NV where they build customized...
Kimberly Faith DeIorio
Client Services Specialist
Kimberly Faith DeIorio is a Client Services Specialist with Sullivan Financial Services. She moved to Las Vegas from New Jersey in 2014 as an assistant to a C-Level Executive. She has been an integral part of helping to launch several...
Garren J. Sepede, AIF ® , CEP ®
Accredited Investment Fiduciary ®, Certified Estate Planner ®
As branch manager of Strategic Wealth Management Group, Garren J. Sepede, an LPL Registered Principal , leads a talented team of professionals. While operating and offering financial advice under LPL Financial as an independent...
Nelli Szabo, CPA
LPL Investment Advisor Representative
(702) 685-5402
Russell Garrett
Financial Advisor, CPA
702-796-4898
Russell attended the Milligan College where he earned his Bachelor of Science degree in Accountancy in 1987. He became a licensed Certified Public Accountant in December of 1999. In 2018, Russell obtained his Registered Investment...