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Our Team

Life is better with a plan.

Well before financial planning services diversified into the range of products and options that are now available, Peter W. Sullivan established himself as a leading consultant on risk management in Montana's capital city of Helena. Active in business, civic and church affairs, Peter quickly became known as the man you could trust on insurance matters.

In 1998 he was delighted to welcome one of his sons, Dan, into the business. Dan had enjoyed a fast-paced technology career with the Boeing Corp. in Seattle, but missed the personal relationships and four-season recreational opportunities that his hometown offered. Together, Peter and Dan expanded their firm into a comprehensive financial planning services firm that retains the personal values Peter instilled back in 1963 and embraces the technology and vitality that Dan brings to Sullivan Financial Group.

In 2016, Peter retired from Sullivan Financial Group to share more time with his friends, children, grandchildren and community projects. He left satisfied the infrastructure to support his lovely clients was strong and enduring.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team Members

Peter Dan Sullivan, CFP®

Financial Planner

Dan joined his father in an expanding financial planning business in 1998 after leaving the Boeing Corporation in Seattle where he worked as a Senior Business Systems Analyst for 8 years. He brought a facility with technology to the firm that makes ever-changing online planning tools readily available to and easily understood by his clients. Dan combines his facility with technology with an Irish affinity to people and personal relationships.

He is deeply involved in the betterment of the hometown community he loves. He is a Past President of the National Association of Insurance and Financial Advisors - Montana and former past President of the Helena Rotary Club, as well as a past director of the Helena Chamber of Commerce, Holter Museum of Art and the Florence Crittenton Home, which serves unwed mothers and their babies. He and his wife, Sarah, are the delighted parents of two busy boys and a fabulous girl.

Brian K. Nelson, CFP®, ChFC®

Financial Planner

Brian Nelson entered the financial services industry in 2000. He spent his first 5 years working with his father before joining a supervisory branch office in Salt Lake City. He supervised 35 Registered Representatives throughout the Intermountain West for ten years. Brian and his family made the move to Helena in 2016 to join Sullivan Financial Group and serve our client's investment and risk management needs.

Brian is married to Alisa, his high-school sweetheart, and they have four children. Brian enjoys mountain biking Helena's South Hills, hiking, Nordic skiing, camping, kayaking and being with family. He has enjoyed working with youth through the Boy Scouts of America programs. Brian obtained his Bachelor's Degree from Utah State University in Business Information Systems and continues to enjoy new technologies. Brian and Alisa enjoy Helena and are grateful to be part of the community.

Julie Dooling

Registered Assistant

Julie joined the Sullivan Financial Group team in Nov. 2010 after moving to Helena from the Flathead Valley where she was born and raised. She brings with her a strong professional background as the former Manager of a title company in Bigfork and prior to that, a Registered Sales Associate for an investment firm in Kalispell. She is Series 7 & 63 FINRA registered and Montana Life and Disability Insurance Producer licensed. She is a great part of our team as we continue to provide top notch customer service to our clients.

Julie is married to Joe Dooling and mother to Tyler Simonson, who is in the Navy. Julie is a member of the state legislature, representing House District 70. She is a certified NRA Pistol Instructor. The family owns a growing farm/ranch operation producing Malt barley, alfalfa hay and raising Black Angus cattle.

Melissa Stoos

Office Manager

Melissa brought the pragmatic skills of a farm and home construction background to her work as the office manager for Sullivan Financial Group in 1999. She grew up on a north central Montana farm founded four generations ago by her great-grandmother. In town, she found a home for her skills in the housing construction business. She applies the same management skills to her work with Sullivan Financial Group, where she monitors compliance issues by maintaining client records, managing client scheduling, fulfilling underwriting requirements for life insurance clients, managing all business transactions and maintaining SFG's client database.

Melissa is the mother of two grown daughters. She finds time to help improve the lives of women and girls worldwide as a past president of the Helena chapter of Soroptimist International, as well as a past district director on the Northwestern Region Board. Melissa is also a past board member of the local YWCA that assists women with transitional housing.

Theresa Palmquist

Registered Representative

Theresa joined Sullivan Financial Group in November 2018. She started her career in the financial services industry in 2009 working for an independent financial advisory firm as a Registered Sales Assistant. Theresa was born and raised in Helena and is a graduate of Carroll College with a Bachelor of Arts in Business Administration, Emphasis in Finance and Minor in Accounting. She also maintains her FINRA Series 7 and 63 licenses.

Theresa is married to Christian Palmquist. They are cherishing raising their adorable little girl, Dahlia, in the same community they grew up in. Theresa loves the outdoors and being active by running, hiking, skiing and golfing. She is also an avid artist.

Sarah Sullivan

Marketing Director

Before joining the family financial planning business, Sarah was director of public relations and marketing for Shodair Children's Hospital in Helena. The specialty hospital houses an inpatient children's psychiatric treatment facility and a research laboratory for medical genetics. Through her work with the hospital, Sarah honed her skills in public speaking, grant writing and working with the print and broadcast media.

Mother of three vibrant young children, Sarah still finds time to lend her expertise to community organizations, most recently Hawthorne Elementary & CR Anderson Middle School.

*Sarah Sullivan is not registered with Cetera Advisor Networks and does not offer securities nor investment advice.

Peter W. Sullivan, CLU, ChFC, LUTCF

In 2016, after a full 53 year career, Peter W. Sullivan retired.

Peter is a known and trusted businessman, neighbor and citizen. He is the past president of several professional and civic organizations, including the St. Peter's Hospital Foundation, the Diocese of Helena Foundation and the Montana Association of Insurance and Financial Advisers. He served as a director of the Governor's Task Force on Endowments and Philanthropy. In 2011 Peter was named the George D. Anderson Business Person of the Year by the Helena Chamber of Commerce. He has six grown children and nine grandchildren. The children being all over the world gives Peter an opportunity to do some traveling, which he thoroughly enjoys.

*Peter W. Sullivan is not registered with Cetera Advisor Networks and does not offer securities nor investment advice.