Originally from Sandy, UT I studied Economic at BYU and got an MBA from the University of Utah. Since 2009 I have worked in fractional CFO services helping to prepare, analyze and consult on strategic financial decisions for small to medium size businesses. Competitive by nature I enjoy the challenge of small business and feelings of success when I help businesses grow and achieve their own financial goals. I live with my wife and children in Heber City, UT. We enjoy experiencing other cultures, traditions, and perspectives as a family. We also try to be as adventurous and spontaneous as one can be who is in accounting!


David Sullivan
Partner
FirstPurpose Wealth
United States, Utah, Heber City
About Me
Profile Information
Partner
FirstPurpose Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Heber City
Utah
United States
Feb 26, 2025
Work Experience
FirstPurpose Wealth
Partner Dec 2021 - Present
Email: dsullivan@firstpurpose.com
Harmon Brothers
Financial Director Oct 2016 - Dec 2021
CFOwise
Director for Operations Aug 2011 - Dec 2021
Keylinks
More profiles to browse
AT
Adam Taylor
Wealth Advisor

Jim Spainhower
Wealth Advisor
BA
Bryant Armstrong
Chief Executive Officer & Chief Financial Officer
TW
Tim Whipple
Senior Wealth Advisor
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
NC
Najib Canaan
Chief Executive Officer
Kingswood Group