Sullivan Financial Group
Well before financial planning services diversified into the range of products and options that are now available, Peter Sullivan established himself as a leading consultant on risk management in Montana’s capital city of Helena. Active in business, civic and church affairs, Peter quickly became known as the man you could trust on insurance matters. In 1998 he was delighted to welcome one of his sons, Dan, into the business. Dan had enjoyed a fast-paced technology career with the Boeing Corp. in Seattle, but missed the personal relationships and four-season recreational opportunities that his hometown offered. Together, Peter and Dan expanded their firm into a comprehensive financial planning services firm that retains the personal values Peter instilled back in 1963 and embraces the technology and vitality that Dan brings to the business Sullivan Financial Group. In 2016, Peter retired from Sullivan Financial Group to share more time with his friends, children, grandchildren and community projects. He left satisfied the infrastructure to support his lovely clients was strong and enduring.