Meet the Team at
Sullivan Financial

Born and raised in Texas, Craig was taught the value of honesty, hard work and serving others from an early age. As he grew up, those lessons stuck with him—eventually forming the basis for Sullivan Financial Partners.


As the company’s founder, Craig serves clients with the one-on-one attention and personalized tax, wealth management and retirement planning they need to live life without worrying if they’ll jeopardize their retirement.


In his 18-plus years in the industry, Craig has been awarded many certificates of achievement, plaques and trophies. But the greatest achievement—and his favorite part of the business—is seeing clients realize they now have the freedom and confidence they need to explore life’s possibilities!

Craig attended Texas Tech University, earning a Bachelors of Science in Personal Financial Planning.

Craig married his wife, Kayla, in January of 2008. On July 5, 2013, they welcomed their twins, Case Steven and Hadley Renee to the world.

Bonnie has built her career around empowering pre-retirees and retirees to step into the confident, full, and well-supported retirement they’ve spent a lifetime earning.

As the Chief Operating Officer at Sullivan Financial Partners, Bonnie designs, strengthens, and scales the systems that support exceptional client care — from streamlined onboarding and proactive communication to elevated events and client experiences. She believes retirement planning isn’t just a financial strategy, it’s the anticipation of new possibilities, life moments, and experiences still to come. Creating a seamless process and something clients can look forward to? That’s where she thrives.

Bonnie lives in Midlothian, Texas with her husband and their lively crew of rescue animals — including three dogs, two cats, and a shared talent for treating every day like an adventure. Outside the office, you’ll find her exploring the outdoors, off-roading on trails, camping under the stars, or mapping out the next great client event or getaway. Her favorite memories always involve fresh air, good stories, and places with paws.

Bonnie’s mission is simple: build a team, culture, and client journey that delivers both rock-solid planning and unforgettable experiences. Because the best retirements aren’t just well invested — they’re well lived. And there’s always more to explore when you Explore the Possibilities.

As Director of Education, Nate helps families envision what retirement can and should look like—equipping them with the knowledge to take meaningful action. With a 23-year background in pastoral leadership, including serving as COO of a 3,000+ member church and currently teaching at a 10,000-member church, he brings deep experience in public speaking, leadership, and guiding people through life’s important decisions. Known as an influential voice in the faith community, he has served on nonprofit boards and helped steward major financial decisions that have saved ministries millions. A North Fort Worth resident, he enjoys time with his wife, two kids, and their dog Sadie—whether by the pool, chasing great food around DFW, or creating new memories

As a member of the Education Team, Josh helps families envision what retirement can and could look like-equipping them with the knowledge to take their next right steps. Josh is a seasoned pastoral leader, communicator, and strategic thinker with more than 24 years of high-level leadership experience at some of the largest faith-based organizations and churches in the country.

He currently lives in Northlake and serves as the Teaching Pastor of a multi-campus church of over 10,000, where he helps guide teaching, organizational vision, and leadership development. Across more than two decades of leadership, Josh has shaped teams, coached emerging leaders, and helped organizations navigate growth, change, and cultural complexity. His work blends mission-driven strategy with a strong commitment to helping people and organizations thrive.

Outside of his professional role, Josh is a committed husband and father of two who loves basketball, soccer and reading.

Lindsey has spent most of her career in customer-focused roles, where connecting with people and creating meaningful experiences has always been at the heart of her work.

As Director of Experiences at Sullivan Financial Partners, Lindsey leads the vision and execution of the firm’s client events, educational workshops, and all engagement-driven experiences. From coordinating logistics to personally setting up venues, greeting clients, managing scheduling on-site, and overseeing every detail that brings an event to life — Lindsey ensures each experience is memorable, seamless, and centered on the people we serve. Her favorite part of the role? Getting to work with optimistic, adventure-ready clients who are stepping into exciting new chapters of retirement.

Lindsey lives in Grapevine, Texas with her husband and their goofy, snuggly pitbull, Bob — better known as “Bobert” (yes… he answers to both). When she’s not designing the next great client experience, you can find her digging in the garden, planning her next trip, enjoying live music, or volunteering with animals at her local animal shelter.

Lindsey believes retirement should be more than a plan on paper — it should be something you feel, explore, and look forward to. That belief is why she’s so passionate about shaping experiences that inspire clients to Explore the Possibilities.

With nearly two decades of experience in the financial services industry, Eden brings a thoughtful and client-centered approach to helping individuals and families plan for their future with clarity and
confidence. She began her career in 2006 and has held roles at several of the industry’s most respected firms—including Fidelity Investments, TD Ameritrade, and Charles Schwab.

Today, as a Wealth Advisor at Sullivan Financial Partners, she combines technical expertise with a deep understanding of human behavior to navigate the sometimes-daunting emotional journey of retirement.

Eden earned her bachelor’s degree in Psychology from Texas A&M University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Passionate about continuous growth, she is currently pursuing her MBA at Rice University to further expand her knowledge. Outside of the office, Eden enjoys reading, playing with her cats, and spending quality time with her family. She believes that the most meaningful work happens when financial planning empowers clients to pursue what matters most to them.

Hunter is passionate about helping individuals and families make informed financial decisions and pursue their long-term goals. He believes financial planning is about more than numbers—it’s about understanding what matters most to clients and helping them build a roadmap for the future they envision. By taking the time to understand each client’s unique circumstances, he strives to provide personalized guidance that brings clarity and confidence to important financial decisions.

Prior to joining Sullivan Financial Partners, he worked with Fidelity Investments and an independent wealth management firm, where he gained experience in retirement planning, investment management, and comprehensive financial planning. Through these experiences, he developed a passion for simplifying complex financial concepts and building lasting relationships with clients. A graduate of Texas A&M University, he has built his career helping clients navigate retirement, investment, and financial planning decisions with confidence.

Outside of work, he enjoys serving at his church, where he has led Financial Foundations classes, as well as spending time outdoors hunting, fishing, hiking, and snowboarding. He values faith, family, and building meaningful relationships—principles that guide both his personal life and professional approach.

Ian studied finance at The University of Texas at Dallas before beginning his career with JPMorgan Chase Bank, N.A., where he worked in the Private Client division. He later joined Fisher Investments and has continued building his career as a holistic wealth advisor, helping individuals and families from all walks of life pursue their financial goals with confidence.

Outside of the office, Ian spends most of his time staying active with his daughter, whether they are gardening together or participating in a variety of sports activities. They also enjoy time with Chloe, their rambunctious Great Pyrenees.

Colton has spent his career in the financial industry guiding clients and creating products designed to help them achieve their unique goals.

As a Wealth Planner at Sullivan Financial Partners, Colton handles all client service requests and helps with all things planning, including running reports and managing the SFP client portal. Most of all, Colton believes the true outcome of our work is the freedom to explore the possibilities, life’s passions, and purpose.

Colton lives in Fairview, Texas. Away from work, he likes to fish and attend Mavericks games where he is a season ticket holder.

I am a devoted wife and mother, blessed with a daughter and three beloved dogs. Passionate about her faith and family, she actively engages in her community and church, embodying strong Christian values in all aspects of her life. Outside of her family commitments, Melissa enjoys exploring her creativity through photography and painting, finding inspiration in nature. One of her favorite activities is camping on the beach with her family, where she cherishes quality time and the beauty of the outdoors. Melissa’s deep sense of gratitude and commitment to both her loved ones and her community defines her personal and professional journey.

Debbie values family deeply and brings a rich blend of experiences to her new role as Client Solutions Specialist at Sullivan Financial Partners. As a stay-at-home mom turned entrepreneur, she has successfully balanced managing her own photography business while overseeing retail stores.
This diverse background has equipped her to thrive in various environments.

Outside of work, Debbie cherishes making memories with her children and grandchildren. Her passion for photography captures the beauty of everyday moments, while her love for routine
chores brings peace and comfort to her daily life. Debbie is excited to embrace this new chapter and continue growing both personally and professionally.

Daniel values character, growth, and meaningful relationships, bringing a well-rounded background to his role as a Business Development Specialist at Sullivan Financial Partners. He is passionate about helping individuals and families take intentional steps toward a life filled with experiences, passions, and purpose. In his role, Daniel plays a central part in shaping how clients and prospects engage with the firm, ensuring every interaction reflects clarity, intention, and value.

Prior to joining the firm, Daniel spent several years as a college football coach, where he developed young athletes both on and off the field, emphasizing discipline, accountability, and long-term success. He also worked as a commercial loan officer, building strong relationships and guiding individuals through important financial decisions.

These experiences give Daniel a unique perspective, blending accountability, relationship-building, and real-world financial insight. He approaches each interaction with a focus on helping clients move forward with purpose, simplifying complex decisions and creating a more intentional path toward retirement.

Outside of work, Daniel enjoys staying active, whether that’s on the golf course or in the gym, and spending quality time with friends and family. He is driven by a desire to continue growing both personally and professionally while making a meaningful impact in the lives of those he serves.

Courtney’s career has consistently revolved around using the power of language to connect with others. From writing to editing and marketing, Courtney’s goal remains clear: to meet people where they’re at in their customer journey.

As a Marketing Strategist at Sullivan Financial Partners, Courtney focuses on helping pre-retirees and retirees make confident, informed choices concerning their future. Utilizing a Bachelor of Arts in English from Texas A&M University-Corpus Christi, she distills complex financial concepts into everyday language to empower people to make decisions that align with their goals and priorities.

Courtney lives in Corpus Christi, Texas, and when she’s not writing, editing, or strategizing, she enjoys spending time with her precious French Bulldog, Belle. With a heart for people and animals, Courtney prioritizes the relationships in her life. Other hobbies include getting lost in a great book, watching the latest TV show, and writing fiction, creative nonfiction, and poetry.

Courtney believes that retirement is not the end; it’s just the beginning. Taking the fear out of the unknown and helping people move forward with clarity while dreaming bigger than before is what she finds most rewarding.

Riley has built her career around helping people feel welcomed, supported, and cared for. With a background in customer service and client-facing roles, she understands that the little details can make a big difference in creating a positive experience.

As Receptionist at Sullivan Financial Partners, Riley serves as one of the first points of contact for clients and visitors. From managing daily office operations and coordinating schedules to greeting clients with a friendly smile, she helps ensure every interaction reflects the firm’s commitment to exceptional service. Riley enjoys building relationships with clients and contributing to an environment where people feel comfortable, valued, and confident about their financial future. She earned her Bachelor’s degree in Business Administration from Texas A&M University–Commerce, which has helped shape her strong foundation in business operations and client service.

Originally from Virginia Beach, Riley moved to Texas five years ago and has enjoyed building a life and community in the Dallas-Fort Worth area. Outside of work, she loves spending time with her family whenever she gets the chance. She also enjoys taking walks with her senior beagle, Boomer, attending comedy shows, and traveling to new places. Whether she’s exploring a new destination or enjoying a quiet afternoon with loved ones, Riley values making meaningful memories and embracing life’s adventures.

Scott Rinehart is an accomplished leader in the RIA space with extensive experience in helping advisors and clients navigate complex financial landscapes. As President of Triad Wealth, Scott is responsible for overseeing the firm’s strategic direction and driving its growth by providing comprehensive investment management, technology solutions, and advanced planning to advisors seeking a strategic partner for growth.

Before taking on the role of President, Scott served as Triad’s Chief Planning Officer, where he built the Planning team from the ground up. Under his leadership, the planning team and its offerings grew significantly, and he worked closely with his team to implement the strategies and frameworks that are fundamental to Triad’s planning approach. Scott’s leadership has been instrumental in shaping the firm’s ability to deliver a unified planning approach to clients.

Prior to joining Triad, Scott played a key role in the growth of Carlson Financial, helping the firm expand from $70 million to over $300 million in assets under management. During his six years at Carlson, Scott led a team of financial advisors, developed robust financial planning processes, and directly managed a client base of over 200 households. His strategic oversight ensured that the firm maintained a high-touch, holistic approach to wealth management across more than 1,000 client households.

Scott’s career began in corporate finance, where he built a strong foundation in financial strategy, forecasting, and investment management. After earning a degree in Accounting and Finance from Washburn University, he began his career in SEC Reporting and later transitioned to Corporate Finance at Westar Energy (now Evergy), where he supported the Investment Committee, contributed to debt and equity issuances, and provided senior leadership with crucial financial insights. This experience in managing large-scale financial data and strategic decision-making provided a solid foundation for his transition into personal financial planning.

Scott joined Triad Wealth Partners in 2023, bringing a passion for educating advisors and sharing his expertise in tax optimization and retirement planning.

Scott and his wife live in Topeka, Kansas, where they stay busy with their two young children. When he’s not working with advisors or spending time with his family, you can find him enjoying time on the golf course.

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Registered Social Security Analyst® (RSSA®) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.

Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter, and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

As Chief Investment Officer, Brent Coggins leads the overall investment strategy for Triad Wealth Partners, a Registered Investment Adviser (RIA). His approach to holistic investment management leadership and expertise is evident in the strategies built around asset allocation, portfolio construction, security selection, investment research, and trading.

Brent has worked in financial services for his entire career, most recently for a trust and investment management company based in Kansas City. There, he served on the investment leadership team, was the co-chair of the model portfolio committee, and oversaw the fund research team that covered all third-party managed investment products. This platform included traditional assets such as equity and fixed-income strategies, as well as alternatives including hedge funds, private equity, real estate, and venture capital.

Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent and his wife live in the Kansas City area with their two daughters. In their free time, they love spending as much time together outdoors as possible.

As Chief Compliance Officer, Dani Hampton is responsible for creating and implementing all compliance strategies at Triad Wealth Partners, a Registered Investment Adviser (RIA). In this role, Dani plays a critical part in the strategic direction of the firm’s compliance team. She also helps member firms understand the ever more demanding compliance landscape through compliance best practices and education. With more than 25 years of experience, Dani brings valuable insight to the Triad Wealth team.

Before joining Triad Wealth Partners, Dani served as a Compliance Manager for Carson Group, where she built and oversaw the company’s advertising review, audit, systems, and licensing teams. She was also the Chief Compliance Officer of First National Capital Markets, the affiliated broker dealer and municipal advisor of First National Bank of Omaha, one of the largest privately held banks in the Midwest. During her 15-year tenure at First National Capital Markets, she held several positions throughout the company in sales, operations and compliance. Prior to her time at First National Capital Markets, Dani also held multiple positions at Ameritrade and E*Trade Financial.

Dani received her Master of Science in organizational leadership from the College of Saint Mary and her bachelor’s degree from Creighton University, both in Omaha, Nebraska. Dani holds the IACCP® designation. She lives in Omaha with her husband, daughter and beloved pet cat. She loves the theater and enjoys attending theater productions, especially those her family members, especially her daughter, are performing.