Patrick Kim Sullivan - Northwestern Mutual

I help educate and empower people around financial resources, so they can begin a journey of growing, healing, and understanding around "moneying."I value helping others, building meaningful relationships, and growing continuously on a personal and professional level. I educate people about the financial resources they have available to them, so people feel more confident and empowered with "moneying." I work collaboratively with clients to design and implement a financial plan that resolves any current gaps and promotes growth by utilizing risk management and multiple growth strategies that are tax-efficient and individualized to goals and the things that mean most in life.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Northwestern Mutual in Castle Rock, CO offers a comprehensive range of financial services, including financial planning, insurance, and investments. Their team of experienced advisors takes a holistic approach to help clients achieve their financial goals and secure their future. With top-rated financial strength and a reputation for exceptional customer experience, Northwestern Mutual provides personalized financial solutions tailored to each individual's needs. Whether planning for retirement, protecting assets with insurance, or growing wealth through investments, clients can trust Northwestern Mutual to guide them towards financial stability and success. Generated from the website