Professional Experience 
Mike Sullivan entered the financial industry shortly after the Crash of 87.  Mike’s journey has taken him through Fidelity Investments, BISYS Fund Services, Meeder Investment Management, his own comprehensive financial planning and investment management firms and several other small businesses.

His natural focus is on the private sector and small to mid-sized businesses where he deploys strategies that seek to grow and protect assets, plan for all situations, and safeguard clients.

Mike built businesses and business units, developed sophisticated securities-lending operations in the era of Glass Steagall, and championed efforts that fortify business, business owners, individuals and their families.  There is no better mission than F3 Advisors quest to advance the notions of Food, Finance and Freedom, built on a foundation of Family, Faith and Friendship.

Academic Background
Mike has a BS degree in Finance from Providence College and has been a Certfied Financial Planning Professionial, CFP since 2002.  

Personal 
Mike has called Central Ohio home since 1993 but is well-traveled.  He was born in Chicago, grew up in the suburbs of Boston, and had stops in New Jersey, Providence RI, and Dallas Tx. Mike also spends time at his Florida location or family beach house on the scenic northern shore of Massachusetts with his wife and two children whenever life allows.

Professional Experience
Heather serves as Director of Services, joining in April 2014.  Focusing on individuals and small businesses, Heather manages client communications and meetings, guiding clients through smooth arrivals into financial planning, investment management and business retirement plan services. 

A natural people-person, Heather delivers a dependable, reliable client experience.  Our clients love working with her.

Personal 
She also serves as secretary and interior designer for her husband, Jeremy’s construction & remodeling company. Married for almost 30 years, Heather and Jeremy have 2 grown/married children, Michael and Mykayla who have each blessed them with a grandchild. Theodore David, aka ‘Teddy’, and Nova Scarlett.

Her favorite free-time activities include watching Jeopardy every night with her dad, going to live auctions and most importantly, spending time spoiling her grandkids!