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®
Financial Advisor
(702) 685-5402
Tom Sullivan is a CFP® and Registered with Avantax. 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...
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...
Kevin Kelly, MBA
Financial Advisor
Prior to co-founding Legacy Capital Advisors, LLC, Kevin was associated with a Fortune 250 Company as a Financial Advisor, where he performed holistic financial planning, concentrating on asset management, tax reduction...
Chris Kirkland, MBA
Financial Advisor
Prior to co-founding Legacy Capital Advisors, LLC, Chris was associated with a Fortune 250 Company as a financial advisor, where he managed portfolios for individuals and small business owners...
Monica Radu
Administrative Assistant
(702) 685-5402
Monica is originally from New Orleans, LA. But has called Las Vegas home for the last 23 years. Where she attended and graduated from UNLV. She’s a proud mother of two boys and happily married for nearly 10 years.