About

Betsy Sullivan is the Director of Operations at Causeway Strategic Financial advisors.

Betsy grew up in a Chicago suburb and graduated from the University of Illinois in Champaign. Early in her career, she was a life insurance agent for a major carrier. While helping others solve their insurance needs was very rewarding, she realized that the customer service side of the transaction was just as satisfying.

She has been a customer service liaison in many different industries; calendars and agendas, pet accessories, fiberoptic lighting for architectural designs and pools, custom designed closets and finally back to the financial services industry.

Jerry met Betsy in 2005 and it became clear they would marry in 2006. When it came time for Betsy to look for a job in her new town, Jerry said, “I need someone with your customer service background and your attention to detail.” Almost twelve years later, Causeway Strategic Financial Advisors has benefitted from the exceptional service Betsy provides to our clients. Coming full circle, she can draw on the insurance knowledge from her early career and blend it with the other customer service and administrative attributes developed over time.

Betsy enhances the overall client experience.

Dave comes to us with 25 years of life insurance and financial services experience. He left New York Life as a district manager to pursue other interests. Jerry and Dave have known each other for 20 plus years. We're delighted to have Dave join our team.

Jerry Sullivan is an independent financial advisor with three decades of experience in the financial services industry. As a Behavioral Financial Advisor, he incorporates traditional financial planning with psychology and neuroscience to help clients manage the certainty of uncertainty. He specializes in developing  financial strategies that help clients build and maintain a personal portfolio of investments for their retirement while keeping it aligned with their goals and values.

As founder of Causeway Strategic Financial Advisors, Jerry is focused on educating his clients about the best possible solutions to address their investment needs. He believes strongly that by helping clients understand the risks and rewards of individual investments, they will be better able to make the best possible financial decisions to meet their needs.

Jerry became a financial advisor to provide solid, sound advice to the average investor. In today’s automated world, he is adamant that nothing can replace the human touch when providing that advice. For that reason, he strives to ensure that his clients speak with a live person on the telephone, and that their calls will be answered, and their concerns addressed promptly.

Jerry graduated from the University of California at Berkeley in 1984. Jerry is the father of two. He enjoys spending time with his family, playing golf and staying active in his community. He is a member of the Rotary International Club of Vacaville, California.

Areas of Experience

Wealth Management
Retirement Planning
Retirement Income Strategies
Financial Planning

Education/Certification

B.S. Political Science, University of California, Berkeley
Industry Licenses: Series 6,  63, 65
California Insurance License #0668720

Affiliations/Memberships

Commonwealth Financial Network

Lorrie Voight is our Client Services Liaison.

Lorrie grew up in Northern California and is currently working towards her A.A in Social Sciences at American River College. Customer Service has been a passion ever since her first job at 15 helping at her mother’s office. In 1997 she settled in Sacramento where she worked at Progressive Insurance Corporation. Her financial services knowledge expanded when she started at Franklin Templeton Investments in 2004. During her 14 years at Franklin Templeton, she gained experience as a processor and customer service representative working on such items as wealth transfers and retirement accounts.

We are so happy to have her join us and share her vast knowledge and experience.