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
President and Partner
Since beginning his financial services career in 2002, Kevin E. Sullivan has established a reputation as one of the premier insurance professionals in North Carolina.
Kevin’s extensive background includes 20 years in executive leadership roles within the health care industry. He transferred those leadership skills into insurance services to start his own firm, Infinite Wealth Advisors. Kevin also demonstrates leadership by providing direction to high net worth clients and small to mid-size companies.
In addition to making him a top executive, Kevin’s no-nonsense approach has also made him a highly sought after national speaker on the topics of insurance and estate planning. He is a licensed insurance professional.
Kevin is a Pennsylvania native who moved to North Carolina in 1996. He and his wife, Blaire, reside in Mooresville, North Carolina, with their new puppy addition, Hugo.
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 Huntersville, 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 .
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 Ramseur, NC with their two rescue dogs and two ferrets. When Stephanie is not working, she enjoys spending time with her family, quilting and fishing.
Chris Habedank
Client Relationship Manager
Meredith Gebhart
Executive Assistant, Mooresville
Meredith oversees the day to day functions of our Mooresville office. Meredith has extensive and proficient skills in client service. Her organizational skills, attention to detail, client satisfaction and relationship skills allow her to guide clients through some of the day to day transactions required for ongoing management of cash flow. Meredith has a BS in Sociology from UNCC and a Certificate in Paralegal Studies from Duke University.