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About Us

Guiding You Through Life’s Changes

Founded in Montana’s capital, Helena, over 60 years ago and passed down through the generations, Sullivan Financial Group is built on trust, family, and real relationships. We believe in getting to know you—not just your finances, but your goals, values, and what matters most to you. It’s about helping you feel empowered in your financial future. We’re here to guide you through life’s changes and decisions, treating you like family every step of the way.

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Life is Better with a Plan

Life is Better with a Plan

Life is better when your financial plan truly fits you. At Sullivan Financial Group, we take the time to get to know you: your life, your goals, and what matters most. We’re here to guide you with care, crafting a plan with your future and family in mind so you can live a life you enjoy.

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A Coach for Life’s Biggest Financial Decisions

We’re more than advisors. We’re your fiduciary financial coach, guiding you through life’s transitions with clear, honest communication. We break down strategies, risks, and opportunities, so you can feel confident and informed about every decision. Together, we’ll navigate your finances so you have confidence in your future.

Experienced Guidance for a Confident Future

Experienced Guidance for a Confident Future

With 80+ years of combined experience, professional credentials, and a 60-year firm legacy, we’re here to help you feel confident about your financial decisions. We take a holistic approach, collaborating across professional networks to nurture every aspect of your financial well-being. With us, your interests always come first.

A Team That's Here for You

When you work with us, you’re getting more than one perspective. Our experienced team of fiduciaries collaborates to bring fresh ideas and solutions tailored to your goals, so you always feel supported and cared for.

Peter Dan Sullivan

Peter Dan Sullivan, CFP®

Financial Planner

Brian Nelson

Brian K. Nelson, CFP®, ChFC®

Financial Planner

Melissa Stoos

Melissa Stoos

Office Manager & Project Manager

Theresa Palmquist

Theresa Palmquist

Registered Representative

Alisa Nelson

Alisa Nelson

Administrative Assistant

Sarah Sullivan

Sarah Sullivan

Marketing Director

Peter Sullivan

Peter W. Sullivan, CLU, ChFC, LUTCF

1935-2025

Core Values Built Around You

At Sullivan Financial Group, our values guide us in understanding your needs and creating personalized plans that reflect your goals, helping you feel confident about your financial future.

Rooted in the Community

We are embedded in the communities we serve, prioritizing personal connections that go beyond financial advice. 

People at the Heart of Plans

We develop adaptable plans so you can confidently navigate life events. Our wealth strategies help you maximize your savings and investments. Plans are made with you in mind.

Prioritize A Holistic Approach

We know your future financial confidence is dependent on every piece of your financial picture. So, we collaborate across professional networks to nurture every aspect of your financial well-being.

Committed to Transparency

We provide clear, honest communication about financial strategies, risks, and opportunities. This empowers you to make informed decisions about your financial future. 

Uniting to Build a Stronger Community

Uniting to Build a Stronger Community

Our founder, Peter W. and his wife Sheila M. Sullivan, believed in the power of giving back, and that legacy lives on today. For over 60 years, we’ve proudly supported our community through active involvement in local events, organizations, and services. It’s part of who we are—strengthening the place we’re proud to call home.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

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