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Maria Sullivan

Maria is a University of Dayton Graduate. She has been in the Financial Services Industry for over 35 years. I love the holistic approach we take to managing clients’ financial goals. As a Paraplanner Maria helps to prepare and construct plans using the Bucket Plan process. She enjoys analyzing clients’ needs and researching suitable products aligned with those needs.

In her spare time, she enjoys spending time with my family, especially my three Grandsons. She also enjoys golf, gardening, biking, reading, and music.