SFA is a private fee only Financial Advisor firm dedicated to protecting our clients from a financial world filled with misinformation. We pride ourselves in providing direction and answers instead of fear, confusion or sales pitches.
We’ll take care of the details so that you can focus on what really matters – your family, your career, your life and your passions.
Tom Sullivan started building his practice in 1974, driven by two ideals:
- Helping folks make good financial decisions (the choices that can serve their life’s goals)
- Protecting them from that part of the financial world that seems to be constantly trying to separate them from their own money.
Tom is proud to be an “amateur” (from the Latin root “to love”) as he applies mindful enjoyment to making music, golf, travel and is an official ancestry geek.
Kelly Sullivan Noah
Kelly Sullivan Noah joined her father’s practice in 2005, bringing knowledge and experience from the ‘real worlds’ of corporate accounting and volunteer training. She is a Certified Financial Planner™ professional and holds a family financial planning graduate degree with a particular interest in informal care giving systems for elders. Kelly is often found feeding her mind with nonfiction books or feeding the minds of her two young boys through play.
Jade Dahl has been SFA’s Client Communications Manager since June 2011. Personal interactions with clients and data organization are her biggest passions at our office. Jade also works as a Certified Massage Therapist in Golden Valley. When she isn’t at work, you can find her digging in her vegetable gardens, renovating spaces in her house or on the yoga mat. As Tom’s great-niece, she also can be found at Sullivan family gatherings.