driving

Kerri Sullivan-Kreiss, CFP®, AIF®, with Commonwealth since 2004 Kerri Sullivan-Kreiss, CFP®, AIF®, founded her independent advisory firm, SullivanKreiss Financial, in 2004. Having spent the previous 13 years as an advisor on staff with a publicly traded company, she wanted to leave big corporate agendas and proprietary investment products behind. As president of her own business, … Read more