Tim Sullivan brings over 42 years of accounting and tax related experience to the company. Tim has worked extensively over the years with business owners and entrepreneurs, helping them build their business and their retirement savings at the same time. Tim’s extensive tax knowledge helps his clients keep more of what they’ve earned.
Tim is a native of Lancaster, Ohio, and graduated from Lancaster High School in 1965. After High School, he went on to graduate from Bliss Business College in 1968, and received his Bachelor of Administration, majoring in Accounting and Psychology from Ohio University in 1972. Tim is a Certified Public Accountant (CPA), holds a Series 7 registration, and has served as a financial advisor for 21 years.
Tim enjoys spending time with his wife Joanne, and recently became a grandpa to a beautiful little girl named Sylva Rose. On warmer days, Tim enjoys the outdoors in the form of chasing that ever illusive perfect shot on the golf course. After 40 years of play, Tim had his first hole-in-one this past summer, while playing at a charity golf event. Tim said, “I don’t think I’ll ever hit another shot as perfect as that one, but that won’t keep me from trying!”
When asked about the addition of Mr. Sullivan, Chad Disbennett said, “Tim is an excellent fit with Disbennett Wealth Management, and he brings a wealth of knowledge. I’ve been trying to bring him on board for the past couple of years, and I’m very pleased that he has agreed to join our firm. I’m looking forward to working with him for many years to come.”