Team

At Olive Tree Wealth, we are dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. We provide our clients with access to a full range of financial services, strategies, and solutions.

Please click a team member name below for their full biography.

Gary Sullivan, CPA, CFP®

VP of Client Relations

(781) 996-4480

gsullivan@olivetreewealth.com

Gary's role includes being the primary liaison between clients and the rest of the team to ensure that Olive Tree’s stated service models are being adhered to.

Sarah Parker

Administrative Assistant

(781) 996-4480 x2

sparker@olivetreewealth.com

Sarah performs a variety of client service and general administrative duties for the practice, including account paperwork processing, scheduling, and communicating with clients.

Ruth Etelmen-Smith

Administrative Assistant

(781) 996-4480 x3

rsmith@olivetreewealth.com

Ruth Etelman-Smith provides essential administrative and client service support for the practice, assisting both Alex and Sarah with a range of day-to-day responsibilities.

Andrew T. Doughty, CFP®, CIMA®

Financial Planning Support

Andrew provides technical support and financial planning services to the firm including research, data entry, and financial analysis construction.