Broker Check

Team

Andrew Sullivan is managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income...

Read more

Josh Schlieman is a partner and wealth advisor for Sullivan & Schlieman Wealth Management, LLC. He manages the Gainesville branch of SSWM. His specialties in wealth management include generating comprehensive financial plans,...

Read more

Emily joined Sullivan and Schlieman Wealth Management in June of 2008. Emily graduated Cum Laude from the University of Tennessee with a B.S. in Business Administration and majored in Finance and Economics. She holds her Series 7 and...

Read more

Kim Polston

Senior Wealth Plan Services Associate

(678) 551-6363

Kim began working with the team in January 2013. She graduated from The University of Georgia Terry College of Business in December 2011 with a BBA in Marketing. While at UGA, she was an active member of the Marketing fraternity Pi...

Read more

Colette joined the firm in 2011 as our Operations Associate. She graduated from North Georgia College and State University in 2008, with a degree in Accounting. She received her MBA from there, as well, in 2010. Prior to joining the...

Read more

Tonya joined the team in July of 2009. Tonya has many years of experience in the banking industry working as a teller manager, financial service representative, fraud loss prevention expert, assistant branch manager, and as an...

Read more

Eve joined the firm in April of 2017. She graduated from Berry College with a B.A. in Communications, majoring in Public Relations and minoring in Women and Gender Studies. Eve recently worked for The Walt Disney Company as a Costuming...

Read more

Lydia joined the SSWM team in May of 2018. Lydia graduated from the University of North Georgia with a B.S. in Early Childhood Education and Special Ed. Lydia is also certified to teach literacy skills. Lydia has worked in various...

Read more

Jill Green

Marketing and Strategic Planning Consultant

(678) 551-3153

Jill contracted with SSWM in 2009 as our Marketing and Strategic Planning Consultant through Jill Green, Inc. She organizes our client events and is also responsible for marketing and strategic planning. Jill graduated from Vanderbilt...

Read more

Antonella joined Sullivan and Schlieman Wealth Management in August of 2018. Antonella graduated American Intercontinental University with a degree in Business Administration with a focus on international business and marketing....

Read more