Kerri M. Sullivan-Kreiss, CFP®
kerri@sullivankreissfinancial.com
President, Financial Consultant
Kerri M. Sullivan-Kreiss is president of Sullivan-Kreiss Financial. She founded the company in 2004 to provide superior, unbiased wealth management and investment advisory services to corporate executives, physicians, business owners, retirees, and other affluent and emerging affluent individuals.
Kerri is a CERTIFIED FINANCIAL PLANNERTM practitioner and Chartered Financial Consultant (ChFC) with more than 19 years of financial planning and investment advisory experience. She is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. She began her career after graduating magna cum laude from Bucknell University with degrees in both economics and Spanish. After spending 13 years as a financial consultant with AXA Advisors, LLC, she founded SullivanKreiss Financial, an independent financial and wealth strategies firm.
Kerri has again been selected as one of "America's Top Financial Planners" by the Consumers' Research Council of America. She is recognized in the "Guide to America's Top Financial Planners", 2008 and 2009 editions. She is also a member of the National Association of Professional Women the Financial Planning Association, and the Financial Services Institute..
Kerri is an accomplished speaker, having presented numerous educational seminars related to wealth management and financial planning. Audiences have included professional associations, businesses, schools, universities, and hospitals looking to provide financial planning and wealth management information to members and employees. Most recently, Kerri has been a featured speaker at Suffolk University and has been featured on CNN's New You Revolution. She also provides financial education programs to elementary schools as part of the firm's commitment to promote financial literacy to school-aged children.
Kerri and her husband, John, live just west of Boston in the town of Northborough. They have two daughters, Morgan and Alyson. In addition, they have two golden retrievers, Bentley and Chloe. Kerri enjoys playing tennis, skiing, and spending time with family and friends in Quechee, VT.
Rachel Thompson, RP®
rachel@sullivankreissfinancial.com
Registered Para Planner
Rachel joined Sullivan-Kreiss Financial, Inc., in 2008. In her position as Registered Para Planner, Rachel assists Kerri in the preparation of financial plans and managing the financial planning process. She is also responsible for generating periodic client reports and preparing for client review meetings. Her responsibilities also include compliance and working closely with Kerri to ensure that our planning clients have every opportunity to pursue their financial goals and objectives. Rachel began her career in the financial services industry at Smith Barney. She holds a degree in finance from Worcester State College. In her free time, Rachel likes to spend time with her family and new beagle, Priscilla.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
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