Peter Dan Sullivan, CFP®
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.