Infinite Wealth Advisors
What makes Infinite Wealth Advisors different from other financial service firms?
When you meet with many financial service providers, you often hear a pre-programmed message. Before learning anything about you, they have decided the products you should buy and the investments you should make.
As an independent insurance and financial services firm, Infinite Wealth Advisors has a number of options to help our clients. We are not restricted to a specific company’s products or services, and we don’t use cookie-cutter planning tactics.
Your relationship with Infinite Wealth Advisors begins with a blank slate. We start the planning process by examining where you are today and the retirement you want tomorrow. From there, we build a plan, piece by piece, to help you achieve your goals. Then, we complete a 360-degree analysis of your proposed plan. We picture the plan unfolding 10 years, 20 years and further into the future. We will regularly meet with you to review and make adjustments.
Our business is guided by the commitments we make to our clients:
- We spend as much time with you as necessary.
- We communicate in a way that you will fully understand.
- We assist in making decisions on your behalf and only recommend products or services that are right for you.
- We create a plan customized just for you and your family.
In addition to our in-house team of insurance and financial professionals, Infinite Wealth Advisors can work with your current team, or we may make recommendations for other service professionals to assist in our collaborative efforts.
Infinite Wealth Advisors serves the financial planning and retirement income planning needs of clients in only those states where its affiliates or representatives are properly insurance licensed and/or registered as an investment advisor representative, if applicable. Investment Advisory Services provided are NAMCOA®, Naples Asset Management Company, is a federally registered investment advisor.
Kevin E. Sullivan, AIF®
President, Partner and Financial Advisor
Since beginning his financial services career in 2002, Kevin E. Sullivan has established a reputation as one of the premier Financial Advisors in North Carolina.
Kevin’s extensive background includes 20 years in executive leadership roles within the health care industry. He transferred those leadership skills and started his own firm, Infinite Wealth Advisors. Kevin also demonstrates leadership by providing direction to high net worth clients and small to mid-size companies.
Kevin is a Pennsylvania native who moved to North Carolina in 1996 and now splits his time between North Carolina and Arizona.
*Investment Advisory Services may be provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .
Robin Whitlock, MT, EA, AIF®
Investment Advisor Representative*, Financial Advisor, Controller, Partner
Beginning her financial services career in 2004, Robin partnered with Infinite Wealth Advisors, LLC in March 2008 as a consultant, and joined the firm full-time in December 2010. Utilizing her Bachelor’s of science degree in accounting and her Master’s of Taxation degree, she is able to assist clients in understanding the tax impacts of their financial decisions, and what the tax impact will be for multi-generational clients. She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning.
Robin is married to Scott, they have one son, William Ross, two rescue dogs, Bandit and London, and a rescue kitty, Greyson. She also splits her time between North Carolina and Arizona.
*Investment Advisory Services may be provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .
Chris Habedank
Financial Advisor
Chris brings a decade of industry experience in educating investors and helping clients see a clearer pre- and post-retirement picture. He is designated as a Chartered Retirement Planning Counselor from the College of Financial Planning and has a Bachelor of Science degree in Finance from the University of South Florida.
Chris lives in Statesville, North Carolina with his wife, Deanna, and two dogs, Rain and Lana. He enjoys cycling, gardening, and movie nights with his family.
Tyler Ashley
Financial Advisor
After spending 8 years in corporate financial planning, Tyler decided to pursue his passion for personal finance and investing. He enjoys working alongside clients to develop and implement financial plans to meet their financial goals. Tyler has a Bachelor of Science degree in Business Administration from Appalachian State University and FINRA Series 65 (Uniform Investment Advisor) license.
Tyler lives in Mooresville, NC with his wife, Kate, and two children.
Erin Slusher
Client Concierge.
Erin joined Infinite Wealth Advisors in January 2019. Along with her BA in Communication from the University of Kentucky, she brings a diverse background in customer service including 11 years as a Flight Attendant and 10 years as an Office Administrator. She is passionate about building relationships with clients and assisting them in accomplishing their goals.
A native of Kentucky, Erin moved to North Carolina in 1998. She, her husband John, and their two sons, John Roger and Luke live in Cornelius. During her spare time, she loves spending time with her family, which includes many weekends on the baseball field. Personal hobbies include running, reading, anything on the lake, and snow skiing.