Greg Sullivan, AAMS

A Legacy of Financial Guidance

With over 30 years of experience helping individuals navigate life’s most important financial decisions, I’ve dedicated my career to guiding people on their financial journey. My focus is on helping clients retire with confidence and clarity—knowing they have a trusted advisor and a plan in place. Every step of the way, I aim to simplify the complex and bring clarity to your financial journey.

Expertise You Can Trust

As a Financial Advisor and Accredited Asset Management Specialist, I understand the intricacies of today’s investment landscape. I believe a well-crafted plan is the foundation of confidence. That’s why my process begins with understanding your goals—then building a personalized roadmap to help you reach them. Whether you're planning for retirement or managing your investments, I bring experience, insight, and a steady hand to every conversation.

Tailored Strategies for Your Life

No two financial journeys are the same. That’s why I create personalized financial strategies tailored to your life goals. I take the time to understand what matters most to you—your values, your vision, and your priorities. From there, we build a strategy that’s not only practical and actionable but also flexible enough to evolve with you through life’s transitions and opportunities.

Empowering You Through Every Stage

My mission is to help you feel secure, informed, and empowered as you work toward your goals. I believe that investment planning is about more than numbers—it’s about people, relationships, and trust. I’m here to provide guidance, answer questions, and offer support so you can move forward with confidence, knowing your financial future is in good hands.

A Life Well-Lived and Shared

Outside the office, I enjoy time at Hawthorn Cottage—our cheerful yellow Victorian home on stilts in Branson—and our second home in Florida. I’m passionate about golf, photography, model railroading, and traveling the country by motorhome with my wife of over 30 years. I’m also proud to serve as a member of the Kiwanis Club of Downtown Springfield and the Laclede County Shrine Club, giving back to the community that has given me so much.