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, constructing well designed and efficient portfolios to address clients’ needs and reallocating those portfolios due to significant changes in the market and/or changes to a client’s personal situation.
Josh has been involved in the financial planning and investment services field for his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services from 2003-2008.
Josh graduated magna cum laude in 2002 from The University of Georgia with a bachelor’s degree in finance. He received his CERTIFIED FINANCIAL PLANNER™ designation after completing the CFP® program at Oglethorpe University.
Josh is the former president of the board for Habitat for Humanity Hall County, and currently sits on both their finance and investment planning committees. He is a member of the United Way of Hall County Builder Society and former campaign cabinet member. Josh is a member of the board of directors for Lakeview Academy and serves on the school’s advancement committee. He is a graduate of the Leadership North Fulton class of 2012 and the Leadership Hall Class of 2014. Josh represents the firm’s membership to the Greater Hall County Chamber of Commerce and currently serves on the Board of Directors. Josh is a member of the Rotary Club of Gainesville and a former member of the Annual Fund Committee for Children’s Healthcare of Atlanta.
Josh and his wife, Crystal, along with their three children, Alex, Allizah and Avery reside just outside of Gainesville, Georgia. Students of Lakeview Academy, Alex and Allizah enjoy their parents being very involved with their school. Josh and his family are active members of Shoal Creek Baptist Church , involved in a number of functions at the church. Josh and Crystal are members of the Trellis Society Committee of the Medical Center Foundation at Northeast Georgia Medical Center. They are also members of Chattahoochee Country Club. A busy dad of three, he enjoys spending time with his family and coaching the kids’ sports teams. He is a huge Georgia Bulldogs fan and loves attending football games in the fall with his family, friends, and fellow Bulldogs.