Dustin Sullivan

My connection to Legacy Financial started long before I joined the team. Casey and I have known each other since kindergarten, so I’ve had the chance to watch the practice grow for most of my life. When the opportunity came to join Legacy in 2022, I was looking for a career with long-term growth and meaningful work, and it felt like the right fit from the start. 

Before Legacy, I worked in quality assurance at a behavioral health and substance use treatment facility, analyzing data and medical records. Earlier in my career, I taught cooking classes for kids through summer camps and after-school programs. While those roles were very different, they shared a common thread: helping people in a meaningful way. 

Today, I manage much of the operational side of the practice, including account maintenance, tax preparation, and the coordination that keeps everything running smoothly. I’m also becoming more involved in client meetings, which has been one of the most rewarding parts of the job. I value being able to help clients feel more informed, confident, and at ease about their financial future. 

Outside of work, I enjoy staying active through mountain biking, road biking, and snowboarding. My wife, Melissa, and I were married in May 2025, and we spend as much time as we can at a small cabin in upstate New York. My mom, Randy, is also part of the Legacy team, which makes the office feel a little more like family.

• Series 7 (2025)
• Series 66 (2025)
• PA Notary Public (2026)