Sullivan & Schlieman Wealth Management

Sullivan & Schlieman Wealth Management

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Financial & Investment Services

About Us

Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs.

With the help of a committed staff, Andrew and Josh earn their clients’ esteem through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.

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Andrew Sullivan, Wealth Advisor and Managing Partner
Josh Schileman, Wealth Advisor and Partner
Associate Wealth Advisor
Wealth Advisor
Tonya Russell, VP Client Services
Pamela Ewing, Controller
Office Manager and Client Services
Katie Sullivan, Marketing Coordinator
Davis Culwell, Wealth Plan and Client Services
Calvin Meeks, Client Services
Colette Hollifeld, Gainesville Office Manager and Client Serviceds
Katie Mathis, Operations Associate