Patrick J. Sullivan, AIF®

Partner, Wealth Strategist

Patrick J. Sullivan is a graduate of the Opus College of Business, University of St. Thomas, with a BA in Financial Management. He assists in managing Highmark Wealth Management’s financial planning service, portfolio management and client specific risk analysis. Patrick works hard to provide in-depth solutions for individual and corporate clients. For clients, Patrick is a constant point of contact with an unparalleled work ethic and a passion for finance.

Patrick is an Accredited Investment Fiduciary (AIF) and is actively pursuing the Certified Financial Planner certification. In addition, he is also a Commissioned Notary.

A Minnesota native, Patrick is an enthusiastic sports fan who enjoys watching the MN Wild, MN Twins, MN Vikings and Golden Gopher Hockey. During the summer, he enjoys playing golf and smokin BBQ. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, which he started with two of his college buddies. Patrick is also a member of the Summit Brewery men’s hockey team. He currently resides with his Wife in Woodbury, MN.

Patrick J. Sullivan

Partner, Wealth Strategist

Patrick J. Sullivan is a graduate of the Opus College of Business, University of St. Thomas, with a BA in Financial Management. He assists in managing Highmark Wealth Management’s financial planning service, portfolio management and client specific risk analysis. Patrick works hard to provide in-depth solutions for individual and corporate clients. For clients, Patrick is a constant point of contact with an unparalleled work ethic and a passion for finance.

Patrick is an Accredited Investment Fiduciary (AIF) and is actively pursuing the Certified Financial Planner certification. In addition, he is also a Commissioned Notary.

A Minnesota native, Patrick is an enthusiastic sports fan who enjoys watching the MN Wild, MN Twins, MN Vikings and Golden Gopher Hockey. During the summer, he enjoys playing golf and smokin BBQ. He previously competed in Kansas City Barbeque Society sanctioned competitions with Border BBQ, which he started with two of his college buddies. Patrick is also a member of the Summit Brewery men’s hockey team. He currently resides with his Wife in Woodbury, MN.

Our Team

Our Team