Financial Advisor in Southlake, TX

Meet the Team at

Sullivan Financial

Get to know the dedicated team of experienced financial professionals who make up the Sullivan Financial team.

We work with people who are...

Positive

They live life with a positive outlook

Family-Oriented

Want to set their families up for success – financially and as human beings 

Optimistic

Look forward to new adventures in retirement

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See how we can help you build a retirement rooted in confidence, joy and doing what you love most.

Craig Sullivan

Founder

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.

What Does “Exploring the Possibilities” Mean To You?

To me, exploring the possibilities means being open to seek out new opportunities, perspectives, and outcomes. It’s being curious, adventurous and willing to step out of one’s comfort zone.  It’s about being receptive to new ways to leave an impact on your family, your friends, and your community.

Bonnie Becker

Director of Operations

Bonnie has made a career of helping pre-retirees and retirees build the confident retirement they deserve.

As the director of operations at Sullivan Financial, Bonnie helps support peak performance from the team as they work to make a difference in clients’ lives—not just their plan.

Bonnie lives in Midlothian, Texas with her husband. Together, they have three dogs (Jake, Oakley and Willow) and two cats (Lilly and Pebbles). Away from the office, Bonnie likes to travel, camp and go off-roading with her husband.

What Does “Exploring the Possibilities” Mean To You?

To me, exploring the possibilities means embarking on thrilling new adventures with my husband and making the most out of life. Discovering the hidden treasures of the world, immersing ourselves in the beauty of nature and indulging in the stunning scenery that surrounds us.

Lindsey Williams

Marketing Director

Lindsey has spent most of her career in the customer relations field serving others.

As the marketing director at Sullivan Financial Partners, Lindsey manages our marketing campaigns, client events, workshops and social media platforms. She also handles appointment scheduling for the office and manages the phones. Most of all, Lindsey loves getting to work with down-to-earth, positive people who are looking forward to new adventures in retirement.

Lindsey lives in Grapevine, Texas with her husband. Together, they have a lovable Pitbull named Bob who is affectionately known as “Bobert.” Away from the office, Lindsey loves gardening, traveling, live music and volunteering at her local animal shelter!

What Does “Exploring the Possibilities” Mean To You?

Exploring the possibilities to me is stepping out of your comfort zone and embracing all the world has to offer. Travel, adventure, making memories with loved ones. “To live is the rarest thing in the world. Most people just exist.” -Oscar Wilde

Colton Baysinger

Advisor

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

As the planning advisor 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.

What Does “Exploring the Possibilities” Mean To You?

Exploring the possibilities to me means being aware of your situation and fully present in the moment. This means seeing all the parts around me or all the parts of a financial plan and ensuring they all work together fluidly. Starting with what is possible now so we can change our financial outcome for the better in the future.