Patrick J. Sullivan, CFP®, AIF®

Partner, Wealth Strategist

Patrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic.

Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a CERTIFIED FINANCIAL PLANNER[CFP®] and Accredited Investment Fiduciary [AIF®].

A Minnesota native, Patrick is an enthusiastic sports fan. He enjoys golfing, snowmobiling and playing men’s league hockey when time allows. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, and now enjoys smokin’ BBQ for family and friends. Patrick currently lives in Woodbury, MN with his wife and beautiful daughter.

Patrick J. Sullivan

Partner, Wealth Strategist

Patrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic.

Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a CERTIFIED FINANCIAL PLANNER[CFP®] and Accredited Investment Fiduciary [AIF®].

A Minnesota native, Patrick is an enthusiastic sports fan. He enjoys golfing, snowmobiling and playing men’s league hockey when time allows. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, and now enjoys smokin’ BBQ for family and friends. Patrick currently lives in Woodbury, MN with his wife and beautiful daughter.

Our Team

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