The SWAG Team

The Strategic Wealth Advisors Group Team™

We’re a collection of experienced financial professionals dedicated to helping you like family.

Our Core Values

At Strategic Wealth Advisors Group, these core values go into each and every financial plan we create.

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

Advisor

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Gabriel D'Angelo

Case Planner

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Erica Marochek

Director of Client Services

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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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Thomas Sanders

Director of New Business

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Schedule a Meeting Today​

Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!