Rory O'Sullivan
Associate Financial Planner
How do you play the role of a mainspring in our clients’ lives?

It is my responsibility to help people work toward attaining financial freedom. Understanding what is important to our clients and the nuances of their current financial situation gives me the ability to help position them for the future. I spend time projecting different financial scenarios so that our clients can focus on doing what they are passionate about.

What drives you?

I love being able to see our clients reach their goals. I understand that everyone’s situation is unique, and I embrace every opportunity that I am given to help clients achieve financial confidence. Working with people that have questions about their financial picture and helping them answer those questions is extremely rewarding to me.

How do you spend time outside of work?

I love relaxing with my family and spending time outdoors. When I’m not in the office, I enjoy playing tennis, golfing, running, and hiking. You may spot me appreciating a local Seattle park or cheering on the Huskies.

If you’d like to schedule an appointment with me or just ask a question, fill out the information below.