About the Author
GREG SULLIVAN, CPA, CFP®, is president and CEO of Sullivan Bruyette Speros & Blayney, a wealth advisory firm providing financial advice to high-net-worth and ultra-high-net-worth clients. He is a founding member of both the Alpha Group and Blind Squirrels, national consortia of wealth managers and business owners. Barron's has recognized Greg as one of the nation's Top 100 Independent Financial Advisors and Washingtonian magazine named him as one of the Best Financial Advisers in Washington, DC.
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