Associates

Valerie has over 23 years of financial services experience as a Senior Registered Associate. Val goes above and beyond for her clients to make sure their needs are meet as she believes in providing the highest level of customer service.

She lives in Rosendale with her husband, Bruce and their two dogs Rocky and Rubi. She loves to travel, spend time with her granddaughter, Kya, as well as her family.  She also fosters dogs, transports dogs and conducts home visits with Mountain Rottie Rescue and S.N.A.R.R Northeast. Her and her husband founded Nothing but Love Canine Foundation Inc. in 2020 after rescuing and rehabbing their dog, Rocky, a former bait dog. They have sponsored over 275 rescue dogs for spay/neuter services located in rural shelters since forming their foundation. Their program also sponsored 20 rescue dogs who need heart worm treatment since inception.

Corey graduated from the State University of New York at Oneonta where he received his Bachelor of Science in Business Management in May of 2021.  Prior to joining Sullivan and Associates, he worked for Paradise Coast Sports Complex in Naples, Florida where he oversaw business development and program coordination.  He lives in New Paltz where he was born and raised.

By focusing on each investor’s specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and intuitional investors since 1993. I have been recognized as a Premier Advisor from 2015-2022, this is a distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. Before joining Wells Fargo Advisors in 2003, I was a Financial Advisor for Edward Jones for 11 years. I hold a Bachelor’s Degree in Business Administration from the University of Texas-Austin.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management-delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. Away from the office, I enjoy being outdoors and traveling with my wife and children.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Candy earned her Interdisciplinary Studies degree in 2007 from the University of Houston. During this time, she began working for Stephan Raska as his Administrative Assistant. Over the last 17 years, she has broadened her skill set in the financial services field to expand her role to Operations Manager.

Candy has worked closely with Stephan and enjoys managing the day-to-day operations of the office. She knows that serving clients with their individual needs is what sets her and the team apart from others.

In her spare time, she loves to cook with her husband, and they travel as much as possible.

Lauren is a 2011 graduate of Sam Houston State University with a degree in Mass Communication. Before joining the team in January 2021, she spent 10 years in the insurance industry as a Senior Sales Agent, focusing on sales and marketing.

Lauren’s prior experience has been beneficial in her successful transition to the world of personal finance. She is excited to serve clients as the Marketing and Client Relationship Manager and feels strongly that working directly with clients is the cornerstone to a successful business.

Away from the office, she loves spending time with her husband, toddler son and 2 dogs. She also enjoys traveling, live music and is a self-proclaimed foodie!

Jerod Macko is the Founder and Managing Director at Macko Financial Group. He built Macko Financial to give his clients a practice that is best suited to both their wants and needs. As a Fundamental Choice Portfolio Manager, he draws on his expertise to offer solutions in retirement planning, asset allocation, and wealth preservation.

Jerod started his career at Wells Fargo Advisors before pioneering Macko Financial to create better opportunities for the generations to come. His goal is to enable his clients to reach financial independence through a disciplined planning process. He earned a Bachelors of Business Administration with a concentration in Financial Analysis from the University of Buffalo.

A native of Marcellus, NY, Jerod and wife Bridget now raise their family there. On the weekends, you’ll either find him on the golf course or in the hunting blind!

As Operations Manager at Macko Financial Group, Bridget Macko plays a critical role in the overall success of the firm by developing a deeper, more meaningful connection with their clients while ensuring their needs are being met with satisfaction.

A native of Central Square, NY, Bridget studied for her Bachelors in Business Administration from SUNY Oswego. She went on to earn her Masters in Sports Management from SUNY Cortland.

Bridget and her husband are currently raising their family in his native Marcellus, NY. Outside of the office, you’ll find her puttering around the garden, enjoying a good book, or spending time with her family.

 

Barry is a Certified Investment Management Analyst®(CIMA®). During his 23 years at Merrill Lynch he served on the following boards:

*Retirement Plans National Advisory Board

*Cash Management Account National Advisory Board

*Managed Solutions Group National Advisory Board.
In addition Barry taught two courses on Financial Planning for ten years at Merrill Lynch's National Training Center in Princeton, NJ. He holds the following security registrations: 7, 63, 65, & 24.

*Former Vice Chair of Bishop Kearney High School Board of Trustees

*Past President of Alfred State Alumni Council

*Past Chair St. Thomas the Apostle School Advisory Board

*Past President of St. Thomas the Apostle Parish Council

*National Representative for Wells Fargo Advisors Financial Network to the Services Institute (FSI) Financial Advisory Council

*Four terms, 2004, 2018, 2019 and 2022 Wells Fargo Advisors Financial Network Licensee Advisory Board (LAB)

CA Insurance License Number: 0C89604. Resident State NY.

Jon Paul earned his Bachelors in Business Administration from St. Bonaventure University in 1998. While at St. Bonaventure, he was also the manager of the men’s basketball team.

Prior to joining Sullivan & Associates Wealth Management, LLC, Jon Paul held the position of Financial Advisor at Merrill Lynch. He has his series 7 and 66 security registrations as well as New York State Life, Accident and Health Insurance licenses.

Jon Paul enjoys spending time with his wife and four children as well as being a volunteer fireman with the St. Paul Boulevard Fire Department in Irondequoit, NY.

Patrick earned his Bachelor of Arts in Psychology, with a minor in Business Marketing from Syracuse University in 2006. In 2009 he then earned his Masters in Business Administration from Fordham University Graduate School of Business, with a dual concentration in Finance and Marketing. He currently has his Series 7 & Series 66 registrations. Patrick is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional.

Prior to working at Sullivan & Associates Wealth Management LLC, Nil worked as Client Associate for Barry Sullivan at Merrill Lynch. She had worked at Merrill Lynch from 1991 until 2003. Her positions, outside of Client Associate, were Wire Operator, Cashier, Compliance Associate and Operations Supervisor. She is currently the Senior Administrative Assistant.

A St. Bonaventure University graduate with a Bachelor of Arts degree, Colleen has over 20 years experience working in the communications field. Prior to joining Sullivan & Associates, her communication skills were put to work at various levels of education including elementary, secondary and higher education. She was also responsible for the coordination and implementation of capital campaigns and development programs for St. Bonaventure University and Nazareth College.

Colleen, and her husband, Michael, (also a St. Bonaventure University graduate) have triplet daughters and the family enjoys Nordic skiing, hiking and any other outdoor activity.

Michelle believes that sound financial strategies require planning, discipline, and risk management.

With nearly three decades of experience in the financial services industry, Michelle brings an uncommon depth of market knowledge and perspective to her clients.    Her holistic and consultative approach focuses on building long term relationships with an emphasis on trust and satisfaction.

Michelle provides services to high net worth families and successful individuals including entrepreneurs, small business owners, corporate executives, professionals, and retirees.   

At Wells Fargo Advisors Financial Network, Michelle has the PIM (Private Investment Management) Portfolio Manager designation.

She is also licensed through the State of CT with the Connecticut Partnership for Long Term Care.  

Michelle received her CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning in Denver, CO in 1987 and served as President of the CT Financial Planners Association from 1999 – 2001.

She joined Merrill Lynch in 1991 and became an Assistant Vice President – Investments.  In 1999 she joined Paine Webber which was later acquired by UBS Financial Services, Inc

In 2012, Michelle became a partner with Adaptive Wealth Management, LLC  - an independent wealth advisory firm. 

In August of 2017, Michelle joined Sullivan and Associates Wealth Management, LLC as First Vice President, Portfolio and Planning Associate.

Throughout her career, Michelle has been involved in Community activities including serving as a board member for the Saint Raphael Hospital Foundation and the Albert Schweitzer Institute for the Humanities.

Michelle is a graduate of Dartmouth College, (the 3rd class of co-education), an A.C.A. National Whitewater Canoe Champion and a past instructor of several Outward Bound Schools.

She lives in Charlotte, North Carolina with her husband Tim and enjoys skiing and swimming in her free time.

The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.00.

Debbie Hilleman has over 25 years of experience in the securities industry. She started in the securities industry with EF Hutton in 1986. With her experience, Debbie brings a depth of knowledge and perspective to the clients. Before joining Purnell Wealth Management in 1999 (now Sullivan & Associates), she worked at PaineWebber. Debbie holds her Series 7 & 63 securities registrations as well as her Wisconsin State Life Insurance & Variable Annuity License.

I am a 1984 graduate of the United States Military Academy at West Point, NY and served on active duty in Germany, Georgia and New Jersey for a little over five years. Upon leaving the Army my career in insurance and financial related services began with Prudential’s Group Health Division providing group employee benefits over the next ten years. As the industry changed and I became more interested in financial services, I opened my own insurance office and transitioned over to individual health insurance products as well as investment related services until eventually relocating to Lancaster, NY in 2003 and opening an Edward Jones office. Over the next eleven years I had the pleasure and opportunity to work with a wide array of clients from sophisticated estate solutions to simple retirement plans.

In 2014 I started Lighthouse Financial Asset Management LLC so that I could expand the services offered to my clients and provide them greater freedom and control over their personal investment and financial needs. Each person has an individual set of goals and needs which calls for a unique plan for their finances and insurance coverages.

As of January, 2021, I have merged my practice with Sullivan and Associates. I look forward to offering my clients even more resources and services in an even more rapidly expanding world.

I am vice president of the Clarence Citizens for Veterans, a board member for the Buffalo City Mission, a member of the West Point Society of Western NY and involved in outreach and volunteering at my church. In my spare time, I enjoy trying to hit a white ball into a small hole on a golf course, reading on a wide variety of topics and experiencing all that western New York has to offer. I am blessed to be married to my wife, Nancy. Between us we have five children.

California Insurance License: 0M33106. Resident State: NY

As a Senior Financial Advisor, Tony brings over 40 years industry experience to his clients. Tony assists in identifying and addressing the full balance sheet for high-net-worth individuals, family offices and business owners by incorporating customized investment and wealth preservation strategies into their wealth management plans. He holds degrees in Economics, History and Psychology from the University of Rochester and has served on the Board of the Leukemia and Lymphoma Society of WNY, Leadership Buffalo and is a retired college football official. He is currently active in The Greater Buffalo Sports Hall of Fame as a board member, Roswell Park Cancer Center, Father Baker’s Orphanage, and BestSelf Behavioral Health for Battered Children.

As of July 1, 2021, he merged his practice with Sullivan and Associates, LLC Wealth Management and works out of the Buffalo office in Williamsville, NY.

A native of Wilson, NY, Tony currently resides in Williamsville, NY.

Shelley‘s professional career spans 25+ years including ten years with State Farm Insurance as a licensed agent followed with an Agency Field Specialist position assisting agents and team members with systems and training.

In 2004, Shelley ventured into the Financial Products and Services industry as an office administrator at Edward Jones. In 2014, she along with her Financial Advisor, joined Wells Fargo Advisors Financial Network.

Shelley and her husband, John, are native New Yorkers. They enjoy camping in state parks and spending time with family. Together they have a daughter, Sara who is married to Jeffrey and a grandson, Beckett, the joy of their lives.

Lynn Johnson graduated from Antioch University in 1975 with a Bachelor of Science in Biology.  He began his investment career with E.F. Hutton in 1980.  In 1990 he became a Branch Manager for A.G. Edwards and in 2007 opened an office for Stifel Nicolaus.  In addition to being a Branch Manager, he was also a member of Stifel’s Solutions Portfolio Manager program.  Lynn holds series 7, 63, 65, & 8 securities registrations as well as Life, Accident, and Health Insurance licenses.

Julie has worked in the Financial Industry since 1999.  Before joining Sullivan & Associates, she worked at Stifel Nicolaus, Butler Wick, and A.G Edwards & Sons.

In addition to duties as a Client Service Associate, Julie was previously a Commodity Wire-Operator, Cashier, Compliance Associate, and Administrative Assistant to the Branch Manager.

Tom believes our world is financially complicated …his goal as a Financial Advisor is to provide understandable financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, he helps clients develop and implement strategies for building wealth and realizing their goals.

Tom has 35 years in the wealth management profession that has included positions with Morgan Stanley Smith Barney, Merrill Lynch, Legg Mason and Wells Fargo Advisors Financial Network.  These firms have given him specialized insights and experience with the complex matters of wealth management.  He cut his teeth in the technology world at Hewlett Packard and Xerox Corporation.   His education includes a bachelor’s degree in Biology from the College of Wooster in Wooster Ohio.  In addition, he has done graduate work at the Rochester Institute of Technology (Photographic Science) and the State University of New York at Buffalo (MBA).  Tom earned the Chartered Retirement Planning Counselor SM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning in Denver Colorado.

Tom holds securities registrations for General Securities (Series 7), National Commodities Futures (Series 3), FINRA General Securities Principal (Series 24), Uniform Investment Advisor Law (Series 65) and Uniform Securities Agent State Law (Series 63).  He is also insurance licensed in Life, Accident and Health.

Active in the local community, he participates in many civic and community organizations, including the National Multiple Sclerosis Society. He and his wife Bonnie were born and raised in Western New York. They are the proud parents of three adult children and seven grandchildren.

Sean Keller was a 2010 graduate of The State of New York at Oswego with a bachelor’s degree in
Business Management. He began his professional career as a Real Estate Salesperson, Insurance
Salesperson, and an Insurance Claims Adjuster. Now a Registered Operations Manager with Sullivan & Associates Wealth Management LLC, he currently holds his series 7 and 66 security registrations as well as New York State Life, Accident and Health Insurance licenses.

Away from the office, he also enjoys golfing, the outdoors, watching the Buffalo Bills and Buffalo Sabres, and spending time with friends and family.

As Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional backed by the global resources of Wells Fargo Advisors Financial Network, I am dedicated to a wealth management approach that is centered on your life’s priorities - your family, your friendships, and your favorite things to see and do. Truly understanding your whole life, not just your money, is the foundation we build upon together to make good choices and trade-offs in your financial life.

Your personal priorities and values will drive the creation of a customized and dynamic plan where you and I will make changes based on your needs and choices as you face the everyday tradeoffs in life. Not only will this plan help to bring your life’s priorities and money together but it will become the basis of our relationship and allow you to focus and fund the things that matter most to you.

My role as a professional with more than 20 years of investment planning experience is to marshal the vast resources of Wells Fargo Advisors Financial Network on your behalf and to be your advisor, guide and advocate. That's the personal service I promise to deliver.

By way of background, I joined Wells Fargo Advisors in 1995 after receiving a Bachelor of Science degree in marketing from Franciscan University in Steubenville, Ohio. I also was awarded the Certified Financial Planner (CFP™) certification from the College for Financial Planning in Denver, Colorado. CFP® certification includes a rigorous educational program and examination, as well as stringent experience requirements. As a CERTIFIED FINANCIAL PLANNER™ professional I adhere to a professional Code of Ethics and fulfill strict annual continuing education requirements.

In addition to the CERTIFIED FINANCIAL PLANNER™ certification, I am a Private Investment Management (PIM) Portfolio Manager - a designation awarded based on experience as a portfolio manager; a specified level of assets under management; industry experience; and successful completion of FINRA Series 65 or 66 exams. Only a small percentage of the Financial Advisors at Wells Fargo Advisors Financial Network meet these standards.

Away from the office, I am active in family and church activities and enjoy traveling, hiking, golf and tennis. I also serve as volunteer and former Commander of the local Fraternus Chapter mentoring program for young men about virtues. My wife Amy and I have eight children - Kathryn, Grace, Christian, Jake, Mary Rose, Clare and twins John and Brigid.

California Insurance License: 0H79020. Resident State: NC

 

The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

For decades, Doug has built his career on consistency, ease, and trust with his clients by demonstrating diligence, providing investment planning, and delivering solutions to executives, business owners, and families.  Doug works with premier specialists to tailor solutions for high networth clients, including liquidity solutions, private placements, estate and trust strategies, succession planning, define benefit/contribution plans, business valuations, and exit strategies.

After providing public bank loans for Fortune 500 firms in Corporate Debt Products at Bank of America, Doug spent nearly three decades in private business ownership, which provides a specialized understanding for his business clients’ needs. His expansive private business experience includes healthcare, private equity, financial services, retail store/sales, apparel/clothing, food service/hospitality, and agrochemical. Doug’s work has taken him around the world, including Europe and South America, and he speaks Spanish.  

Doug graduated from Miami University with a BSB in Business Marketing. He then went on to earn his MBA with an emphasis in Finance from the top-ranked Darla Moore School of Business at the University of South Carolina. He has studied International Business at ITESM in Guadalajara, Mexico and ESADE in Barcelona, Spain while completing an internship at Syngenta in Basel, Switzerland.

Focusing his priority on continuing education, Doug earned the Chartered Financial Analyst®(CFA) designation in 2016 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020. Doug is also a PIM Portfolio Manager* overseeing multiple discretionary, tactical strategies to fit various client risk profiles, as well as creating portfolios that are designed to provide income solutions. 

Doug and his wife, Sophie, have three gregarious boys – Jack, Easton, and Grey. In his free time, Doug plays piano, practices meditation, and is an avid traveler, having visited 30+ countries. He enjoys coaching and watching his sons play soccer, baseball, and basketball. Doug also volunteers at several local charities, tutors reading and math for K-8 students, and serves on the Board of the Long View Giving Fund, which provides financial and educational support to underserved children in the Charlotte community.

* The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000

I provide administrative support for True North Wealth Management-Fred Goduti.  My father works in the financial industry, and I was fortunate to observe and recognize the dedication he had to help people achieve their goals.  I felt drawn towards this profession as well. To further my education and skills, I attended Franciscan University in Steubenville, OH and then joined True North Wealth Management in October 2020 to fulfill and extend my interests in helping others. 

 

I am married with two small children and my husband is a Senior Associate with KPMG in Charlotte, NC.

A recent graduate of Belmont Abbey College with a major in Business Management and a minor in Finance, Ben McQuaid is a graduate assistant in the University of North Carolina Charlotte Belk MBA program.  His studies and previous internship in 2020 with True North Wealth Management -  Fred Goduti, a Wells Fargo Advisors Financial Network practice, has deepened his interest and commitment to the financial services industry. A Division Two college varsity tennis player and avid outdoorsman, Ben credits the influence of his father Mike (a 30 year veteran in the world of technology and investment) for kindling his passion for a career in the industry.

Ed proactively serves a select group of families in coordinating their financial affairs. By combining his experience together with the resources of Wells Fargo Advisors Financial Network, Ed looks to deliver customized client solutions to help them achieve their financial goals.

He has lived in the Hudson Valley for over 30 years and currently reside in Ulster County with his wife and three sons.  Interests include triathlons, coaching, and soccer.

Ed’s education includes a Bachelor of Science-Finance, 1990, from S.U.N.Y. - New Paltz in New Paltz, NY. He is a member of the Business Advisory Council for the State University at New Paltz.

From May 2003 until May 2013, Ed was First Vice President/Branch Manager for Morgan Stanley/Smith Barney. Since May 2013, he has been a Senior Financial Advisor/Managing Principal at The Hudson Valley Financial Group of Sullivan and Associates Wealth Management, LLC.

Jeff has been providing financial advice to clients since 1991. His goal for clients is to deliver an experience of consistency and predictability through process.

His expertise, combined with the resources of the Wells Fargo Advisors Financial Network, allows him to deliver customized client solutions in order to help clients achieve their financial goals.

Jeff is a lifelong resident of the Hudson Valley, and currently reside in Dutchess County with his wife and 2 children. His interests include fly fishing, hiking, and exploring the outdoors.

Jeff is registered in the following states: AZ, CA, CT, FL, ME, MD, MA, NV, NJ, NY, NC, PA, SC, VA.