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
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.
Meagan Willett
Administrative Assistant
Meagan arranges client review meetings, processes paperwork for new and existing client accounts, and handles day to day operations in our Southern Mass offices.
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.