Kerri Sullivan-Kreiss CFP®, AIF®, CDFA®
President, Financial Advisor
Kerri is also passionate about advancing financial education for women and girls. She serves on the Board of Directors for The Women’s Fund of Essex County and develops programs to foster financial literacy across communities, from professional organizations to elementary schools.
She lives in Northborough, MA with her husband, John, their two daughters, Morgan and Aly, and their golden doodle, Abby. She enjoys traveling, playing tennis, laughing with friends, and has recently taken up golf.
Kerri Sullivan-Kreiss is the President of Altara Wealth, formed through the merger of SullivanKreiss Financial and Boston Wealth Strategies. With over 30 years of experience, Kerri is deeply committed to helping clients achieve their goals by building relationships rooted in trust, compassion, and understanding.
She graduated magna cum laude from Bucknell University with degrees in Economics and Spanish, then spent 13 years as a financial consultant with AXA Advisors before founding SullivanKreiss Financial in 2004. Her firm served a diverse clientele—corporate executives, physicians, business owners, retirees, and high-net-worth individuals—before growing into Altara Wealth.
For Kerri, the most rewarding part of her career has always been relationships—celebrating milestones with clients and supporting them through challenges. She holds the CFP®, AIF®, and CDFA® designations, reflecting expertise in wealth management, fiduciary duty, and divorce financial planning. A sought-after speaker, she regularly leads seminars on estate planning, wealth management, and financial literacy.
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