Broker Check
Jon Sullivan, CFP®

Jon Sullivan, CFP®

Financial Advisor

Jon Sullivan graduated from Indiana Wesleyan University in 1993 with a Bachelor of Science degree in Psychology. He also holds a Master’s degree in Marriage and Family Counseling from George Fox University which he uses in his non-profit work.

Jon has been in the credit, mortgage, financial planning and wealth management industries for over 20 years. In 2019 Jon earned the Certified Financial Planning Practitioner® designation which requires rigorous additional education and adherence to high ethical standards.

Jon enjoys helping clients feel confident about their financial futures through long term investment strategies and individualized financial planning services.

When not working with his clients Jon enjoys presenting marriage and family-focused workshops through the non-profit he co-founded in 2009. He also enjoys spending time with his wife and their two children.