Craig Sullivan, President

Craig was born and raised in Texas. He attended Texas Tech University, earning a Bachelor of Science in Personal Financial Planning. Craig married his wife, Kayla, in January of 2008, and on July 5, 2013 they welcomed their twins, Case Steven & Hadley Renee to this world.

Craig believes honesty, integrity, and truth are more important than anything.

When Craig established Sullivan Financial Partners, he set out with an objective to help clients eliminate as much confusion as possible in planning for their financial future.

With over 18 years of industry experience specializing in tax planning, wealth management, and retirement planning, Craig has and continues to help pre-retirees and retirees avoid common financial mistakes and ensure their money will last through retirement.

Although he has been awarded by many institutions with certificates of achievement, plaques and trophies, the greatest compliment he receives is when a delighted client thanks him for his service, and for explaining complicated financial matters in language everyone can understand.

Bonnie Becker, Director of Operations

Bonnie was born and raised in Texas. She grew up in Denison, Texas and later moved to Midlothian, TX. Bonnie has 11 years of experience in the administrative and customer relations field.

Bonnie manages the office, handles the back-office applications for all new business, and oversees our life insurance operations. Bonnie loves getting to help people through their retirement process and making it as easy as it should be.

In her spare time, Bonnie loves fishing, painting, traveling, and spending time with her family and pets.

Jesika Lopez, Client and Account Services Manager

Jesika was born in Dallas, TX and has lived in the DFW area most of her life.She has several years of experience in administrative roles, as well as a back ground in Medical Billing and Coding.

Jesika is our main point of contact when you have questions regarding any of your policies and accounts you have with us. She also makes sure everything is moving smoothly and going where it needs to be.

With her free time, Jesika loves spending her days with her daughter, antiquing, traveling, and trying new foods.

Lindsey Williams, Marketing Director

Lindsey was born in Oklahoma but has been a North Texas resident for 35 years and currently lives in Grapevine. Lindsey has 20 years of experience in the administrative and customer relations field.

Within our office, Lindsey manages the marketing for our workshops/events as well as scheduling our daily appointments. If you have attended one of our seminars, you have probably seen her!

During her free time, Lindsey loves spending time with family and friends, traveling, cooking and weekends at the lake.

Contact Us Today!

Let us know if you have any questions or if you’re ready to get started!