Tim Sullivan is a Financial Services Representative with Exit Strategies, Inc. Tim’s broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.
Tim is a graduate of Loras College, Dubuque, Iowa and has earned the Masters Degree in Financial Services from The American College of Bryn Mawr, Pennsylvania. He has earned the Chartered Life Underwriter, the Chartered Financial Consultant and the Certified Family Business Specialist designations.
He is a Life and Qualifying member of the prestigious Million Dollar Round Table, the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors and the DuPage County Estate Planning Council. He is past president of the West Branch of NAIFA Chicago and the Greater Chicago Chapter of the Society of Financial Services Professionals which also honored Tim as the 2008 Solomon Huebner Scholar.
Tim’s business activity is centered on helping business owners build and protect wealth with a focus on helping family business owners prepare for what comes after full-time involvement in the business.
Tim and his wife/business partner Pat live in Oakbrook Terrace.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies