Audrea Sullivan is a member of our client service team and takes great pleasure assisting you with all of your account requirements, including establishing new accounts, transferring assets, cash management, and other unique and complex needs. She began her financial services career with OneAmerica in Seattle in 2012. Upon returning home to Colorado, she transitioned to client liaison roles with Thrivent Financial and Mariner Wealth Advisors and completed her Master’s degree at Regis University.
In addition to her ongoing enthusiasm for the client services aspect of wealth management, Audrea has a passion for mental health and well-being. She volunteers with local agencies to help develop critical resources in the community. Her ability to build and maintain relationships sustains both her professional work and personal endeavors.
Audrea is also a published writer and poet and loves to kick up her heels as an Irish dancer. On a personal note, she finds balance through yoga, meditation, running, and travel. Audrea enjoys practicing the Irish language, spending time with her young nephew, and reading on a wide variety of subjects. She lived abroad and traveled for most of 2018 and was married in London in July before coming on board at Transform Wealth.