The SWAG Team
The Strategic Wealth Advisors Group Team™
Our Core Values
We Love You Like Family
We Support You Like Family
We Challenge You Like Family
Meet the team
Tim Sullivan
Founder and CEO
Tim Sullivan, NSSA® ChFEBC℠ and FRC℠ is a National Recognized Financial Educator, Author, Retirement Planner, Federal Employee Retirement Specialist, Radio Show host, TV Show Host, whom you may have seen on CBS News, FOX Business, The Wall Street Journal, Kiplinger, Investor’s Business Daily, U.S. News and World Report, and others.
Sullivan is the Author of, Retire Abundantly, The Principles to Help Create a More Worry-Free Retirement with Less Stress, Strategic Wealth: A Tactical & Practical Guide to Winning in Retirement, Federal Employee Retirement Made Simple: 11 Key Areas to Retire with Financial Peace as a Federal Employee, Empowering Today’s Women for Tomorrow, Daylana’s Wacky Adventures in the World of Finance, Thriving in Retirement, and a former Radio Show Host on WDTK “The Patriot” FM 101.5/1400 AM in Detroit, Michigan. Tim is also the host of the TV show Retire Abundantly which airs on channel 62 CBS in Detroit.
As the founder and CEO of Strategic Wealth advisors Group, Inc. Tim and his team help Federal Employees, Executives, and Professionals successfully navigate the retirement maze of options and regulations so that they can enjoy a larger lifestyle and still pass on legacy to their family. At Strategic Wealth Advisors Group, we believe more than anything that you deserve to feel loved, supported, encouraged, and challenged for greatness by someone who serves you as a leader. Tim enjoys time with his wife Julie and three children Devin, Kaitlynn and Daylana. He also enjoys staying fit at the gym, playing golf and softball.
Julie Sullivan
Vice President
Julie is extremely passionate about helping people achieve their financial goals and dreams. Most importantly, she takes a personal approach to learning the goals and aspirations of each individual client to help plan accordingly for all stages of their life. Especially in this ever-changing marketplace.
While achieving her master’s degree, she signed up for all the available finance classes and excelled in each one. Not only academically but because this is something she was deeply excited about and wanted to learn more. She has her Life & Health Insurance License.
Family is everything! If Julie is not working, she is spending time with her husband and three beautiful kids (and fur baby). While cooking dinner and simply spending quality time together, there will always be music on in the background or they are usually singing and dancing. She also enjoys running races as she uses that time to brainstorm new ideas. Julie usually has a marathon she is training for or one on the horizon she is looking forward to signing up for.
David Heim
Financial Advisor
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Michael Ayoub
Owner Of Cranbrook Loans / Mortgage Specialist
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MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
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JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
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MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC
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Megan Sawicki
Director of Client Relations
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Jen Gawronski
Director of First Impressions
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Jacob Cueny
Junior Advisor
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Gabriel D'Angelo
Case Planner
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Erica Marochek
Director of New Business
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Cameron Debano
Legacy Solution Strategist
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Amanda Boggess
Director of Marketing
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Tammi Heim
Insurance Agent
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David Heim
Financial Advisor
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Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
