The Sullivan Group

Sean Lehmann is a financial advisor with The Sullivan Group in Menifee, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009 and also has a role at Purshe Kaplan Sterling Investments. Outside of financial advising, he provides professional pilot services on an occasional basis. The Sullivan Group offers discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, and its portfolios may include a range of asset types, including third-party manager engagements and IPO participation when appropriate.

Kurt Halverstadt is a financial advisor at The Sullivan Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Investment Management, doing business as The Sullivan Group, since 2009. Halverstadt is also involved with Brightstar Insurance Partners, where he provides life insurance sales and prospecting services. The Sullivan Group offers discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm creates customized investment plans using fundamental, technical, and cyclical analysis and may include a range of investment types while also providing pension and 401(k) advisory services.

Allison Peterson is a financial advisor at The Sullivan Group with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Sullivan Group since 2009. In addition to her advisory role, she serves as a Senior Administrative Assistant for the City of Dana Point’s Planning Department. The Sullivan Group provides discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm offers customized investment plans using fundamental, technical, and cyclical analysis and may engage third-party managers or participate in IPOs when appropriate.