Joel Sullivan

Joel Sullivan has been providing investment advice to clients for over 30 years. He began his career with American Express Financial Advisors (AEFA) in 1989. After spending 14 years with AEFA, Joel felt he could serve his clients better by becoming an Independent Registered Investment Adviser. This led him to leave the commission-based brokerage industry and join Buena Vista Investment Management, a fee-only Registered Investment Advisory firm. Due to a retirement transition at Buena Vista, Joel established his own independent firm in July of 2017 called Sullivan Investment Management.

Throughout the past 30 years, Joel's focus has been to put his clients first, acting in their best interest as a fiduciary is required to do. Each client is unique with a portfolio designed to match their goals, risk tolerance and stage in life. This has been a successful strategy for Joel's clients. A successful strategy that has resulted in Joel working with many of his clients for over 20 years, and with multiple generations.

Outside the office, Joel and his wife Teri enjoy golf, boating on the Minocqua Chain of Lakes, the Packers and the Brewers. They also enjoy spending time with their adult children and their 7 grandchildren.