Brian A. Sullivan is a Managing Director of The McLean Group's Silicon Valley office. He specializes in providing closely held business owners advice and planning solutions regarding alternative wealth transfer strategies. He has more than twenty years experience implementing sophisticated wealth transfer techniques to privately held middle market companies.

Mr. Sullivan earned his BA in Business Economics at the University of California in 1978 and his MS Taxation from Golden Gate University in 1981. He has specialized training and credentials in valuation, forensic accounting, fraud investigation/techniques, insurance and real estate. He is also licensed Registered Investment Advisor (RIA) holding a Series 7 and applicable state securities licenses.