Katherine Sheehan Sullivan
Registered Paraplanner

Ms. Sullivan is a Registered Paraplanner for SKM Wealth Management. She has an extensive background in personal finance and credit counseling, having assisted clients in all aspects of budgeting techniques and debt management.

Kathy coordinates the day-to-day activities for the Wealth Management team. She participates in client meetings to assist with their planning needs, and works as part of the SKM team to generate comprehensive financial plans that coordinate clients’ current and future goals.

She is a member of the Financial Planning Association and the Rhode Island Financial Planning Association. Kathy is a past member of Credit Executives Association of Southern New England and the Association of Independent Consumer Credit Counseling Agencies. She was also involved with the Consumer Credit Counseling Service Credit for Life Fair, a highly successful program which educated high school seniors on managing their personal finances. Kathy has given numerous seminars in the community on personal financial management.

Kathy completed the College for Financial Planning’s Registered Paraplanner program. She has a bachelor of arts degree in psychology from Manhattanville College.