Adam Sullivan portrait

Adam Sullivan

Advisor

Financial markets have been part of my life for as long as I can remember. Growing up listening to my father talk about the stock market, I became fascinated by conversations about investing and market trends. During family road trips, I insisted on keeping CNBC on the radio to keep learning what was going on in the markets. That early curiosity grew into a lifelong passion for financial literacy and helping people make confident, informed decisions about their money.

I bring more than 15 years of experience as a portfolio manager, equity analyst, and Director of Financial Market Research to TCI. Through that work, I developed a deep understanding of markets and investing, while learning that long-term financial well-being goes beyond daily headlines and short- term portfolio performance. I believe a strong financial plan should prepare you not just for the good times, but also for life’s unexpected turns. I enjoy working through complex financial situations and helping clients better understand their finances.

At TCI, I bring that perspective to every client relationship, focusing on the entire financial picture rather than just the portfolio. Together with our team of professionals, I strive to make durable, thoughtful plans that support long-term goals and informed decision-making.

passion

Describe your passion for the industry and your role:

What excites me most about being an advisor is using my knowledge of financial markets to help develop durable, comprehensive financial plans. I enjoy working through complex situations, because that’s often where the most thoughtful solutions emerge. Financial markets tell a story, and I’m motivated by understanding that story and using those insights to help clients make informed decisions in their financial lives.

happiness

What brings you happiness and fulfillment in your life?

Three things bring me the most happiness and fulfillment: time with my family, being outdoors, and working toward something meaningful. I love spending time with my wife and son and experiencing the world through their curiosity. We particularly love hiking, exploring local parks, and visiting family on both coasts. I also enjoy staying active, golfing, and probably taking way too many pictures.

Get in touch with Adam Sullivan

Adam's Financial Tip

Having a plan can provide structure and perspective when thinking about the future. Starting early is helpful, but it’s never too late to take a thoughtful approach and get more intentional about your financial decisions.

Education

  • Saint Mary's College of California

    Saint Mary's College of California

    BS in Economics and Business Administration

Accreditations, Awards & Accolades

  • St. Mary’s Brother U. Jerome Griffin, FSC Award
  • Series 65 License

Hobbies & INTEREST

Photography

Photography

Golfing

Golfing

Hiking

Hiking

Blog Posts:

What the New Tax Law Means for You and How We’re Planning Ahead

Mar 27

The Stock Market: The Original Form of AI

Mar 9

What History Teaches Investors About Geopolitical Conflict

Mar 5

Modeling Financial Stewardship for Our Daughters

Mar 4

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Aaron Seese

Operations

Adam Sullivan

Advisor

Addison Adelberg, CFP®

Advisor

Adrian Sandoval

Management

Alice DeWitt

Management

Amy Richardson, CFP®, CWS®, MBA, CPWA®

Shareholder, Management

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Financial Planning Associate

Anita Denton, FPQP™

Client Service

Art Tellez

Shareholder, Management

Ashley Boykin

Financial Planning Associate

Ashley Swift, MBA, FPQP™

Shareholder, Management

Aubree Jensen, MBA

Shareholder, Management

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler

Financial Planning Associate

Carolina Gillis

Operations

Casey O’Donovan, CFP®

Advisor

Catherine Nichols, J.D.

Tci Emeritus

Charlie Peck

Shareholder, Management

Cheri Bustamante

Operations

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Conine, MBA

Client Service

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Shareholder, Management

Devon Brown

Client Service

Douglas L. Nelson, CPA, PFS

Tci Emeritus

Dylan Gibson

Operations

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hailey Pakkala

Client Service

Hank Peck

Tci Emeritus

Hayley Malone, CPA

Advisor

Heather Skay

Client Service

Isaac Walshaw, CFP®

Financial Planning Associate

Jack Kilkenny

Operations

Jen Nevenhoven

Shareholder, Management

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Management

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Management

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Fisher

Client Service

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA, CFP®

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®, CAP®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Makayla Maher

Client Service

Marshall Riebe, M.S., FPQP™

Advisor

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Management

Michael Grosso, CFP®

Advisor, Shareholder

Michael Preis, CFA®

Management

Michaela Pettijohn

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Shareholder, Management

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®, CAP®

Advisor

Robbie Petrillo, QPA™, QKA®

Advisor

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor, Shareholder, Management

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Shareholder, Management

Sarah Oxford, FPQP™

Client Service

Saul Lopez

Operations

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Simone Gehner, LL.M, IACCP®

Shareholder, Management

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tara Murphy

Operations

Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valeria Larreategui

Client Service

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Adam Sullivan