Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Founder AND CEO
Tim Sullivan, NSSA, ChFEBC, FRC, is a nationally recognized Financial Educator, Author, Radio Show Host, and Federal Employee Retirement Specialist, whom you may have seen in CBS News, FOX Business, The Wall Street Journal, Kiplinger, Investor’s Business Daily, U.S. News and World Report, and others.
Tim is the Author of “STRATEGIC WEALTH: A Tactical and Practical Guide To Winning In Retirement ” and “Federal Employee Retirement Made Simple: 11 Key Areas to Retire with Financial Peace as a Federal Employee” and Co-Author of “Retire Abundantly: The Principles to Help Create a More Worry Free Retirement With Less Stress.” Tim hosts a TV Show called “Retire Abundantly” which airs on CBS 62 in Detroit and he is also a former Radio Show Host on WDTK “The Patriot” FM 101.5 / 1400 AM in Detroit, Michigan.
As the Founder and CEO of Strategic Wealth Advisors Group, Inc., and Strategic Wealth Insurance 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. Tim has been in the insurance and financial services industry for 20 years now. He has a passion for his profession that is evident to everyone he meets. When creating both companies, his mission was to provide personalized, high quality financial services for a diverse group of clients as all income levels. His goal is to provide his clients with the highest level of customer service and dedicate his resources to meet their needs and earn their trust. He has created thousands of personalized plans aimed at helping his clients reach their financial and retirement goals. Tim’s goal is to have an impact on his clients lives, to put them in a better position and help them live the retirement of their dreams.
As an Investment Advisor Representative, Tim has his Series 65 license and works solely on behalf of his clients in a Fiduciary capacity. Tim has his Life and Health Insurance license and provides insurance solutions for a diverse group of people that are looking for income replacement, long term care needs, and protection from market risk.
Tim has also earned two different designations dealing with Federal Employees and their retirement benefits. He is a Chartered Federal Employee Benefit Consultant (ChFEBC) and a Federal Retirement Consultant (FRC). For both designations, he had to pass a test and take both yearly continuing education and testing.
Tim has achieved the National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati, Ohio. The NSSA certificate promotes advanced Social Security education providing Tim with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.
Nothing is more important to Tim than his family. He is married to his beautiful wife Julie and has three amazing children, Devin, Kaitlynn and Daylana. His children mean the world to him. In addition to spending time with his wife and three children, you can frequently find Tim exercising at the gym. Other hobbies include playing golf, watching his kids play their sports and traveling with his family.
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.
JDavid Heim has been helping people since 1989 as a financial representative word towards reaching their retirement and investment objectives. He obtained a Finance Degree with an emphasis in Investments from Missouri State University while playing football and obtaining All-American honors. David is currently licensed in Missouri, Arkansas, Kansas, and Oklahoma. He also holds a Series 65 securities license as an Investment Advisor Representative.
Owner Of Cranbrook Loans / Mortgage Specialist
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC