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Luke V
Series 65
Chicago, IL
Sullivan Mermel, Inc.
Luke Van De Loo is a financial advisor at Sullivan Mermel, Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. He previously worked at Orgel Wealth Management and held roles at St John's Catholic Newman Center and the University of Illinois. Sullivan Mermel, Inc. is a fee-only, holistic financial planning firm serving individuals and families, including high-net-worth clients. The firm uses a retainer-based fee model and focuses on customized investment strategies emphasizing low-cost mutual funds, U.S. government bonds, and cash equivalents.
Mary M
CFP®
Chicago, IL
Sullivan Mermel, Inc.
Mary Mermel is a CFP® with 18 years of industry experience, currently serving as an advisor at Sullivan Mermel, Inc., where she has worked since 1998. The firm provides fee-only, holistic financial planning and investment management for individuals and families, including both high-net-worth and non-HNW clients. Sullivan Mermel emphasizes a retainer-based fee model, non-discretionary trade implementation, and investment strategies tailored to clients’ tax situations, risk tolerance, and cash-flow needs.
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