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. He and his wife, Blaire, reside in Statesville, North Carolina, with their dogs Britton and Hugo.
*Investment Advisory Services may be provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .
Robin Whitlock, EA, AIF®, MT
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, her husband, Scott, and their son, William Ross reside in Statesville, NC with their rescue dog, Bandit.
*Investment Advisory Services may be provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .
William G. Dana II
Financial Advisor
Since beginning his financial services career over 25 years ago with Dean Witter, William has utilized many financial products such as Equities, Corporate Bonds, Municipal Bonds, Treasuries, Managed Money, Life Insurance, Long Term Care Insurance, Fixed, Indexed & Variable Annuities to name a few, into customized planning to fit client’s needs. William works with Estate Planning Attorneys and CPAs to leverage their expertise during the planning process. Throughout his career, William has worked for Wire Houses, Insurance, Banking and Independent financial service firms. The accumulated knowledge that William brings to the Infinite Wealth Advisors team adds to our significant expertise when guiding clients through challenges of properly managing assets and assisting clients.
William and Lori live in Mooresville with their 5 children. He enjoys traveling, cooking, cycling, volunteering and exploring new restaurants.
Stephanie Rose
Office Manager
Stephanie is the Office Manager and Executive Assistant with Infinite Wealth Advisors, LLC. In this role, Stephanie manages aspects of communication, including but not limited to scheduling, database management, client and vendor servicing.
After obtaining her Bachelors Degree in Criminal Justice, she decided she wished to pursue helping people in a different manner. This decision in turn lead her to her position with Infinite Wealth Advisors in which she can assist our clients plan and achieve a happy, worry-free retirement.
Stephanie, her husband, Christian, and their son, Peyton reside in Seagrove, NC with their rescue dogs; Boomer, Red, Colt, and Allie.
Chris Habedank
Client Relationship Manager
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.
Heather Ruff
Executive Assistant
Heather is our newest team member, and the Executive Assistant at Infinite Wealth Advisors, LLC. Her role is assisting all company executives with scheduling, project management and administrative tasks.
She has a Business Management degree and comes with many years of administrative, accounting, and digital marketing experience. She’s excited to bring her knowledge and learn more about wealth management!
Heather moved from the Pacific NW in May of 2021 and currently resides in Mooresville. She loves traveling, food, hiking/walking, pickle ball, and enjoys exploring North Carolina.