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We Look Forward To Meeting You!

At Condon Sullivan Wealth Management & Planning, we leverage our experience and knowledge to help clients pursue their financial goals throughout life.

Meet our team of professionals, based in Boston, Massachusetts...


Casey joined the Condon Sullivan team in November of 2017 as an intern, graduated in May 2018, and has come on full time as a client relationship manager to help us continue to provide a top notch experience for our clients. Casey...

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Dave Miller

Internal Marketing Officer



Dave is responsible for operations, business development and marketing. He has enjoyed a great career in the financial services field since 1993 and has brought his expertise...

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Kathleen Sullivan

Administrative Assistant to Tom Sullivan


Kathy Sullivan has enjoyed a successful career as a commercial insurance account manager and is now dedicating her time to helping Condon Sullivan grow. She helps with various projects, processing new business, and serving clients. She...

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Heather Olenik

Administrative Assistant to Jamie Turner

Heather works directly with Jamie on various administrative projects, client matters, and more.

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