Bridget Sullivan Mermel, CFP®, CPA

Ever since I was growing up in Mequon, Wisconsin, I have been fascinated with money
and how people earn it, invest it, and spend it. Nothing got my attention like the stock market contest my econ teacher ran.

When I went to college, I wanted to learn as much about money and business as I could, so I majored in accounting and marketing. I had to take a writing class; creative writing was supposed to be an “easy A, ” so I signed up. Unlike the other business majors in the class, I loved it. My avocation was born.

In 1997, I started a tax practice. At the same time, I was drawn to writing about personal finance and fascinated by how people handle their money. As my practice developed, I was increasingly turned off by the financial services industry, yet increasingly aware of the need that clients had for good personal financial advice. From my perspective as a CPA, much of the industry seemed to be geared toward working with the super-wealthy, selling products of questionable value, or promoting schemes that benefited the sales person more than the customer.

Then I found out about fee-only financial advising, particularly ACA (the Alliance of Cambridge Advisors.)
Fee-only advisors are upfront about what clients are paying, so there are no hidden agendas. I felt an instant recognition of being among like-minded people. I’ve since joined ACA as well as NAPFA (the National Association of Personal Financial Advisors, another fee-only group) and have developed my own fee-only financial advisory practice. I love it.

Degrees and designations
BA in Accounting and Marketing from the University of Wisconsin, Madison
Masters in Liberal Arts from DePaul University in Chicago.
Certified Financial Planner ™
Certified Public Accountant

Other experience
I worked at Peterson & Company supporting high-profile litigation, as a manager, then district manager at Starbucks during their start-up phase, and supporting derivatives trading at O'Connor & Associates.

Certified Financial Planner
ACP (Alliance of Comprehensive Planners)
(Served as President and member of the Board of Directors)
NAPFA (National Association of Personal Financial Advisors)
FPA (Financial Planning Association)
Lakeview Chamber of Commerce
(Served as Treasurer and member of the Board of Directors)
Small Business Advocacy Council
Dimensional Fund Advisors

See my writing
FI Guide

For fun
I love tennis, music, and reading!

My growing team includes...

Charlie Horonzy CPA, Associate Financial Planner
Charlie has a masters degree from the University of Illinois-Champaign and 5 years of experience in public and corporate accounting. Before coming to Sullivan Mermel, Inc. he did a year of service working with youth.

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Fee-only Financial Planner in Chicago, Illinois | 773-404-9344