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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

781-552-4900

781-272-5433

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

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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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Elaine Sullivan

Administrative Assistant

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781-272-5453

Elaine Sullivan is an essential part of the Condon Sullivan team where she serves as a Financial Services Administrative Assistant. She works closely with the firm's financial advisors to provide operational support including: opening...

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Eric Vandiver is retired Navy Officer with 22 years of experience leading and managing teams. After graduating from Auburn University in 1998 with a Bachelor of Science in Aviation Management, including a strong emphasis in Business...

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Kate Cunningham

Para-Planner

781-552-4900

781-272-5453

Kate has worked in the financial services industry since 1992. She has worked in multiple senior support roles at several firms including JP Morgan Chase, ManuLife, and John Hancock. Kate is passionate about the client service aspect...

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