Kate Sullivan, CFP®
Wealth Advisor
As a Wealth Advisor, I cut out the noise of personal finances by turning goals into actionable, projection-based tasks. Whether it’s saving for retirement, funding a child’s education, purchasing a new home, or balancing competing priorities, I partner with clients to identify how much they need to save each year to make their dreams attainable.
My approach centers on simplicity and action. I translate complex financial concepts into practical guidance by prioritizing cash flow first. Once the strategy is automated, I leave no stone unturned in my client’s financial life. We explore all relevant topics spanning from life insurance needs to estate planning considerations to tax planning and beyond. By connecting the numbers to their goals and current situations, I aim to give clients peace of mind knowing their plan is both personalized and on track for the future.
Professional Financial Planning Experience
- Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.
Career History
- Bedel Financial Consulting, Inc. Financial Planner
- Bedel Financial Consulting, Inc. Financial Planning Coordinator
Education and Professional Designations
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University
Professional Activities
- Board Member, Indiana Education Savings Authority (2022 – Present)
- Board Member, Indiana State University Alumni Association (2022 – Present)
- Member, Junior League of Indianapolis (2018 – 2023)
- Member, Financial Planning Association of Greater Indiana (2016 – 2022)
