Kerri M. Sullivan-Kreiss, CFP®, AIF®
President, Financial Consultant
Kerri M. Sullivan-Kreiss is president of Sullivan-Kreiss Financial. She has earned numerous credentials and designations, including:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Investment Fiduciary®
She founded the company in 2004 to provide superior 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 PLANNER™ practitioner and Chartered Financial Consultant® (ChFC®) with more than 29 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 Sullivan-Kreiss Financial, an independent financial and wealth strategies firm.
Kerri has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making processes of fiduciaries. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
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. She is a member of the Financial Planning Association, Financial Services Institute and the Financial Therapy Association.
Kerri and her husband, John, live just west of Boston in the town of Northborough. They have two daughters, Morgan and Alyson. Kerri enjoys playing tennis and spending time with family.
Rachel Foskett, FPQP™
Financial Paraplanner Qualified Professional™
Rachel joined Sullivan-Kreiss Financial, Inc., in 2008. In her position as Financial Paraplanner Qualified Professional™, Rachel assists Kerri in preparing financial plans and managing the financial planning process. She is also responsible for generating periodic client reports and preparing for client review meetings. Additional responsibilities include compliance matters and working closely with Kerri to ensure that our planning clients have every opportunity to pursue their financial goals and objectives.
Rachel is a certified Massachusetts notary public, which has proven helpful when processing client paperwork and documents. She has more than 14 years’ experience working in the financial industry, having begun her career at Smith Barney. She holds a degree in finance from Worcester State College.
In her spare time, Rachel enjoys being involved in her local CrossFit gym, being active, and spending quality time with her husband, Bill, and two sons, Wyatt and Levi.
Morgan is a recent 2020 graduate of Bentley University where she was awarded a Bachelor of Science Degree in Finance with a concentration in Financial Planning.
She interned at Sullivan Kreiss Financial through her high school and college years apart from the summer of 2019. During which time she gained added experience with an internship at Hanover Insurance. Ultimately, she returned to Sullivan Kreiss Financial.
Morgan began her full-time career at Sullivan Kreiss Financial as a Financial Analyst in September 2020. Morgan supports Kerri and in turn clients’ success in multiple ways. Her focus on investment research helps ensure the optimum portfolio alignment based on risk tolerance and investment objectives. She oversees data entry for correctness. She’s also always at the ready to field any questions or concerns clients might have.
In her spare time, Morgan would rather keep moving then stay still. She’s passionate about staying active. An avid spinner. Ace tennis player. And a doting “Mom” to her rescue pup, Gilligan.