A Capable & Dedicated Team

Terry Sullivan has over 30 years of experience in the financial services industry, helping clients through some of the most volatile markets. He is past president of the New Orleans Chapter of the Financial Planning Association (FPA), and has spoken numerous times at Money Watch Live, as well as often being quoted in the Times Picayune and CityBusiness. Terry has instructed continuing education courses on advanced retirement planning to other professionals, including the American Society of Women’s Accountants, the American Management Association and the Society of Financial Services Professionals.

At the heart of Terry’s practice is his skilled approach to money management. Using a forward-looking process known as Tactical Asset Management, Terry seeks to identify and overweight investment trends which appear more favorable, while minimizing or eliminating those areas that appear unfavorable. Terry primarily uses mutual funds including ETF’s (Exchange Traded Funds), municipal bonds, government bonds, stocks, real estate, utilities and more. Individual stocks and bonds can also be integrated into a client’s investment plan. The process is highly customized for each client based upon their individual needs.

Terry holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certificate, and the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. In addition, he attends industry training events on a regular basis adding to his specialized knowledge in the areas of investment management and financial planning. Terry is a graduate of the University of New Orleans where he received his BS in General Business.

Terry lives in Metairie, LA and enjoys scuba diving, basketball and tennis. Terry has two sons, Brandon and Wesley. Both attended Rummel High School. Brandon cheered for LSU, was on the Hornets Dunk Team and is currently a member of the 610 Stompers. He currently lives in Nashville, TN with his wife, Kelly, and daughter, Kenzie. Wesley has a degree in Business Administration and Accounting. He currently lives in Austin, TX.

Craig was born and raised in New Orleans and River Ridge, La., and attended St Martin’s High School in Metairie and Centre College in Danville, Ky. Upon returning to New Orleans, he began working as a piano player, which led to a successful music career that would take him around the world and introduce him to people from all walks of life.

Eventually, Craig decided he wanted to work in a field that would allow him to establish deeper, one-on-one, more fulfilling relationships with people, much as his father had done in his long career with Mutual of New York. So, putting his math and analysis skills to use, he began his career as a financial advisor with MONY in 1996, eventually moving to Edward Jones and, finally, to Guardian Wealth Management Group, where his experience as a CERTIFIED FINANCIAL PLANNER™ * allows him to help clients identify and pursue their financial goals.

Craig has refined the planning process to tailor strategies to the unique needs of each person, family, or business. His clients appreciate his ability to help them navigate the complexities of money management, whether their goals involve family wealth legacy, tax minimization, early retirement, or simply worry-free sleep.

Change in life is inevitable. Craig’s mission is to help people discover the opportunities that come with change, guiding them into a happy and prosperous future.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

Matthew is a dedicated and skilled Associate Financial Advisor at Guardian Wealth Management Group. He leverages his expertise in financial planning, risk management, and investment strategies to help clients achieve their financial goals. With a strong foundation in banking, Matthew spent two years at Fidelity Bank, gaining invaluable experience that set the stage for his career in the financial services industry. He graduated with honors from Mississippi State University in 2015, earning a degree in Business Administration with a concentration in Finance.

Matthew holds the Certified Financial Planner (CFP®) designation, signifying his commitment to excellence in the financial planning industry. He is dedicated to continuous professional development, staying at the forefront of financial trends and best practices to provide clients with the highest level of service and advice.

In addition to his role as Associate Financial Advisor, Matthew will continue to serve as the Office Manager at Guardian Wealth Management Group, where he oversees the firm’s daily operations to ensure seamless and efficient client experience.

Outside of the office, you can find Matthew on the golf course or sailing on the Mississippi Gulf Coast. He enjoys traveling with his wife and reading about world history.