Patrick Sullivan


Patrick is currently working on completing the CPA exam and hopes to have his certification by fall 2018

Patrick joined the Asset Strategies team in December 2016 after three years working at a CPA firm in his hometown, Bethesda, Maryland. He has strong experience with QuickBooks and individual and business tax return preparation. He graduated from Salve Regina University in 2013 with a Bachelor of Science in Accounting, and he is currently taking the CPA exam and hopes to have his certification by fall 2018. At Asset Strategies, Patrick assists clients with QuickBooks, prepares business and personal tax returns, conducts SEC Exams, and assists with Financial Planning. He wants to be educated in every service offered to our clients in order to best assist each individual’s financial needs.

Email Patrick Sullivan


Patrick prefers to be outside when he isn’t in the office. He enjoys hiking with his dog Punkie, grilling, attending concerts, and traveling. He also loves rooting for his hometown teams, the Washington Redskins, Capitals, and Nationals. Mostly, Patrick loves the beach. He spent 10 summers renting chairs and umbrellas to beachgoers before starting his career in tax. The perfect day for Patrick includes a beach day with family and friends, good tunes, and a great happy hour. Cheers!