Casey Dominic Sullivan left this world June 17, 2021 quickly and unexpectedly, leaving behind his wife, Angel and their two sons, Christian and Liam, his brother Chuck, sister Nancy and his goddaughter Caitlin, his mother Kay, his beloved German Shepards, Porsche and Gunner - and a host of extended family members who will miss him deeply. Casey died a loved and important man. He was known as a man of service for his family and fellow man. He was a man of unshakable conviction and of integrity and honor - which is becoming increasingly rare, but not before passing down these qualities to his sons.

Born in Youngstown, Ohio on November 21, 1962 and raised a Texan in Houston, he grew up wearing jeans and boots and embracing his life in Texas. He went on to graduate from his beloved Texas AandM with a business degree. Later Casey met his wife Angel in Texas where they married and had their sons. Convincing him to move to Georgia was a tough sell because it meant leaving Texas - but a lot of good things came next. The move sparked a new career in financial planning. He and his family moved to East Cobb and were embraced in the community where his sons made lifelong beautiful friends and went on to graduate from Walton High School. He met and partnered with Marcus Ashworth, starting their own successful wealth management firm. Casey did what he always did in life - became the best. He was highlighted throughout his career in several publications as a top Atlanta wealth manager as well one of America's top financial planners.

More importantly, what people knew about Casey as a person was his deep love and passion for his family and friends, community and country. Casey was a true patriot and an incredible dad, and was active in his sons' lives - volunteering in the Boy Scouts of America, Walton Football Touchdown Club, Princeton Football Association, Lacrosse and basketball sideline score keeper and whatever else they needed. He lived for his family and helped build memories for his family that will last a lifetime - trips to Alaska, the Tetons, Yellowstone, Hawaii, white water rafting and zip lining, tropical vacations and ski trips. Angel spent a lot of time trying to keep up with the boys. He and his wife, Angel, loved to travel, and made trips to Eastern Europe, Italy, and all throughout the Caribbean islands and the United States. He and his sons, Christian and Liam, helped convert Angel to be a big fan of adventure, football, basketball and Lacrosse and they made countless trips as a family to lacrosse tournaments across the country and football games in Princeton.

Casey, a lifelong learner, an experienced motorcyclist and a grill aficionado, was larger than life. On any given weekend, he would throw on a Hawaiian shirt and apron, host friends for barbecues and introduce them to good whiskey. He was known for his generosity and genuine interest in peoples' lives, making friends everywhere he went and making people feel important to him. He could be tough and direct but he was always honest. He was a deeply spiritual man without being religious, he was a man of great curiosity and he was a driving force in so many people's lives. It only took meeting him one time to remember him for a lifetime. He will be missed.

Casey, "May the road rise up to meet you.

May the wind be always at your back.

May the sun shine warm upon your face;

the rains fall soft upon your fields and until we meet again,

may God hold you in the palm of His hand."(Irish blessing)

Marcus is a co-founder and managing partner at BlueChip Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others.

Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond broker, where he learned the importance of dividends. He went on to work at A.G. Edwards, where he built his clientele based on knowledge, expertise and a reputation for offering high-quality fixed-income products. After several successful years at A.G. Edwards, Marcus was offered the opportunity to become the senior vice president of the Private Client Group with Morgan Keegan. In 2007, Marcus co-founded Ashworth Sullivan Wealth Management Group with Casey Sullivan and has since largely built the business from referrals based on a reputation of ethics, trustworthiness, knowledge and competency.

Marcus' professional designations include his CERTIFIED FINANCIAL PLANNING™️(CFP®) designation from Oglethorpe University in Atlanta in 2004. He also earned the Accredited Investment Fiduciary in 2011 (AIF®). Marcus graduated with a BS degree from Valdosta State University, and also went on to earn an MBA with an emphasis in portfolio management from Mercer University, in Atlanta. He has successfully passed the following industry examinations: Series 6, 7, 63, SIE and 24 and is also a member of the Financial Planning Association.

When Marcus isn't focused on managing clients portfolios and financial plans he enjoys mountain biking with his sons, hiking & camping with family and friends, as well as farming & hunting on the family's land in Middle Georgia. He is happily married to his college sweetheart, Leigh, and together enjoy the challenges of raising their four active, wonderful teenage children, Anna, William, James an Andrew. Marcus has been a volunteer 5th & 6th grade football coach for 4 years at the kids school, served as Finance Committee Chairman at the family's church, Birmingham United Methodist Church in Milton, and served as a National Board of Director for the FCA-Outdoors chapter.

Within her role at BlueChip, Jessica takes pride in working directly with clients, conducting compliance reviews, training employees and vendor management. She believes that successful financial planning requires a certain “recipe” that calls for the desire to help others, along with a mixture of compassion, financial aptitude, organization and technology. Jessica possesses each of those skills and feels a duty to utilize them when helping others.

In 2002, Jessica began her career in the banking industry while simultaneously working her way through college. She graduated from Kennesaw State University with a bachelor’s degree in finance in 2006 and went on to utilize her education by joining Ashworth Sullivan Wealth Advisors in 2011. Jessica holds Series 6, 7, 63, 65 and 24 licenses and also received the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.

Outside of the office, Jessica enjoys sharing meals with family and friends and going to outdoor concerts. She also can be found working on house projects or spending time with her two cats, Charlie and Josie.

Beau is an Atlanta native that attended the University of Georgia where he earned a business degree in Risk Management and Insurance. He has over 25 years of experience as a financial advisor helping clients and their families make objective decisions when it matters most- planning for retirement, paying for college, passing assets on to the next generation and more.

The financial crisis of 2008 was a turning point in Beau’s career. The crisis led Beau to look at independent custodians like Charles Schwab that were not impacted by the financial crisis and only worked with Registered Investment Advisors (RIAs). RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interest. Beau believes that the independent RIA platform provides him and his clients with the most flexibility to look for the best long-term solutions by creating a transparent, fee-only wealth management program.

Beau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as a Certified Investment Management Analyst (CIMA®)

Beau lives in Atlanta with his wife Shawn and their two teenage kids, Hunter (16) and Holland (14). When he is not working or attending one of his kids sporting events you are likely to find him on a pond or north Georgia river fishing!

CFP® – HELD TO A FIDUCIARY STANDARD OF CARE AND EXCELLENCE

The Certified Financial PlannerTM (CFP®) certification recognizes only those individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

CIMA® – A NEW STANDARD FOR INVESTMENT ADVICE

Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Beau earned the CIMA® designation after extensive graduate-level coursework at The Wharton School of the University of Pennsylvania.

As a wealth advisor, Mitch listens to gain a deep understanding of each client’s values and goals. He then seeks to organize, simplify and guide them to financial independence.

An Athens native, Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years experience in the financial services industry, with much of that time focused on alternative investments.

Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care insurance.

Mitch lives in Milton with his wife, Chris, and their three children. They attend the Parish Anglican Church and enjoy reading, hiking, swimming and cooking out. A third generation Georgia Bulldog, he is also a huge fan of college football.

The Certified Financial PlannerTM (CFP®) certification recognizes individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The CFP® certification requires extensive initial and ongoing education in investment planning, retirement planning, liability management, estate planning, and insurance and risk planning. Credential holders must also abide by the CFP Board's Code of Ethics and Professional Responsibility, including the requirement to act in each client's best interest.

Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Mitch earned the CIMA® designation after extensive graduate-level coursework at The Chicago Booth School of Business. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethics, education, and examination requirements for investment management consulting, including advanced investment management theory and application.

Scott is a Senior Partner at Blue Chip Wealth Advisors and has over 26 years experience of managing client portfolios and helping client’s achieve their financial goals. Scott enjoys the close, long term relationships he has built with his clients and takes pride in educating his clients through their journey together.

Scott offers his select group of clients a variety of customized investment portfolio options. Among his favorite investment offerings, he frequently recommends an exclusive income producing strategy, focusing on client risk / reward. Prior to Blue Chip Wealth Advisors and Arkadios Capital, Scott spent most of his early investment career at Wachovia Securities and later Merrill Lynch, where he was a Chairman’s Club level Advisor.

Scott holds an AAMSTM (Accredited Asset Management Specialist) designation and graduated from Lehigh University with a degree in International Business. He holds a series 7, 63, 65 and life & health insurance licenses. Scott is currently licensed in the states: GA, FL, SC, NC, PA, NH, MI, TX and CA.

When Scott isn’t in the office he enjoys spending time at Lake Hartwell with his family and friends. He also enjoys local college sports teams, being a season ticket holder of UGA football and Georgia Tech basketball. Scott is married to his wife of 23 years, Suzi, who he met in college at Lehigh. They have three daughters, ranging from their oldest, Taylor – a sophomore at UGA, Brooke – a senior at Milton High School and Kadyn – an 8th grader at Rivers Academy.

Vanessa Patterson joined BlueChip Wealth Advisors in May of 2021 as a Financial Planning Associate. After graduating with a bachelor’s degree in finance and management from the Darla Moore School of Business at the University of South Carolina in 2000, she began her career with a hedge fund based in New York City before moving to Atlanta in 2002 where she has resided ever since. She brings 15+ years of experience in operations, sales, and analysis from the brokerage, retail banking, and real estate industries to the team. She has worked with large corporations such as Wachovia Bank and Securities, American Express, Keller Williams, and Coldwell Banker, as well as smaller firms, bringing a vast skill set to BlueChip Wealth advisors where she aims to become another asset to the company. Vanessa is extremely passionate about proactively planning for the future and believes consistency, competency, open communication, and solid relationships are all key elements in assisting clients in attaining their financial goals.

Away from the office, Vanessa enjoys spending time with her 3 children, playing tennis, taking Barre classes, and spending as much time outdoors as possible. She is also an avid cook, enthusiastic traveler, and amateur photographer.

Kevin is an Alpharetta native that attended Milton High School and the University of Alabama. Kevin has over 25 years of experience in the financial services industry.  His extensive background with 401(k) plans allows him to offer a unique skill set with working with business owners, physicians and other professionals and their families.

Kevin lives in Atlanta with his wife Jenni and their two children, Maisie (14) and Jake (12). Kevin is active within the Buckhead Lion’s Club where he is a past president.  He enjoys golfing and fishing in his spare time.

Nicole has been in the financial services industry since 2011. Her passion is to provide exceptional service to clients and believes in treating everyone like family. Nicole is committed to excellence in client care and works hard to ensure that each client has a positive experience. As a Senior Planning Associate with BlueChip Wealth Advisors, Nicole works closely with our advisors, making sure each client’s unique needs are met. Nicole is series 7, 6 and 63 licensed.

On the weekends you can find Nicole out and about with her husband, David, and daughter, Mikaylah. Nicole loves to hit the gym, read, listen to live music and spend as much time outside as she can. When it’s football season Nicole will be found cheering on the University of Georgia Bulldogs.