Ƶapp Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets
Thomas Sullivan chooses Ƶapp for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas
DALLAS – (March 23, 2022) – Ƶapp®, a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, Nevada, with more than $200 million in total client assets as of Jan. 1, 2022. Veteran Financial Professional Tom Sullivan, CFP®, transfers to Ƶapp after 24 years with LPL Financial.
Sullivan Financial Services’ robust practice is anchored by its commitment to holistic financial services, including estate planning, trust services and comprehensive financial planning.
“For me, it was time for a change, to be with a firm where you don’t get lost, you’re not on hold forever, and you can get better customer service and a better overall experience,” Sullivan said. “Other firms have cut down on available offerings, and I really like the Ƶapp product lineup because things like 1031 exchanges are important to us. Plus, Ƶapp technology, like the Tax-Loss Harvester, creates significant efficiencies.”
Sullivan works with a variety of high-net-worth clients, including small-business owners, entrepreneurs and physicians. He built his successful firm by developing partnerships with estate planning attorneys and CPAs.
“Tom is a terrific fit with Ƶapp because he values strong relationships with accounting firms, and we look forward to helping him engage even more with tax professionals and CPAs in the Ƶapp Community,” said Todd Mackay, President of Ƶapp Wealth Management®. “I’m also pleased Tom chose Ƶapp because he’s eager to have his ideas heard, and that will happen here because our Financial Professionals have direct access to Ƶapp leadership.”
Sullivan is well-known throughout Las Vegas and the broader financial services industry.
“I’ve known Tom for many years, and I couldn’t be happier to have him join the Ƶapp Community because he has ideas to share and wants to engage with and help other Financial Professionals,” said Laurie Stack, Vice President, Business Development for Ƶapp. “Tom is an excellent addition to our close-knit community of Financial Professionals, tax professionals and CPAs, who all benefit from the education, resources and peer involvement that are the heart and soul of Ƶapp.”
Sullivan, a Colorado native, moved to Las Vegas in 1985 on scholarship to play tennis for UNLV where he earned a finance degree from the School of Business. He holds the prestigious CFP® (CERTIFIED FINANCIAL PLANNER professional) designation, and is a member of the National Institute for Estate Planners.
About Ƶapp Wealth Management®
Ƶapp Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. Ƶapp’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Ƶapp technology, tax and wealth management insights are used by Ƶapp Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Ƶapp Wealth Management® and Ƶapp Planning Partners℠ brands, had a collective $89 billion in total client assets as of Dec. 31, 2021. For more information, please visit us at www.avantax.com or on and .
Media Contact: Tony Katsulos, Ƶapp, (972) 870-6654, pr@avantax.com