Patrick Sullivan

Patrick joined the Asset Strategies team in December 2016 after three years working at a CPA firm in his hometown, Bethesda, Maryland. He has experience with both individual and business tax return planning and preparation . He graduated from Salve Regina University in 2013 with a Bachelor of Science in Accounting.  Aside from preparing tax returns Patrick also assists in administering SEC Exams, and is a valuable part of our financial planning team.

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Patrick prefers to be outdoors when he isn’t in the office. He enjoys hiking with his dog Punkie, attending concerts, and traveling. He also loves rooting for his hometown teams, the Washington Redskins, Capitals, and Nationals. However, Patrick’s real passion is the beach. He spent his adolescent summers renting chairs and umbrellas to beach-goers!  Much to the excitement of our office, Patrick is newly engaged and planning for his wedding in 2020!!