Michael Sava, CFP®, CIMA® – Wealth Manager
Michael Sava joined McCormack Financial Planning in August 2020. In his role as Wealth Manager, he provides comprehensive financial planning and investment advice. Mike brings more than 20 years of financial advisory experience. Prior to joining McCormack Financial Planning, he spent more than 16 years as a financial advisor to a wide range of clients, assisting them on all aspects of their financial lives and investments. He also spent more than 5 years consulting to endowments and foundations.
Mike earned a Bachelor of Arts in International Relations-Economics from the University of Wisconsin, Madison. He is a Certified Financial Planner™. Certified Investment Management Analystsm; passed Level II of the CFA program; and completed the Certified Fiduciary Auditor Program from the Center for Fiduciary Studies.
Mike is a member of the CFA Institute, CFA Society Atlanta, and Investments & Wealth Institute. He lives in Sandy Springs with his wife, Ely, and son, Jake. He is an avid golfer and is actively involved in his son’s NYO baseball programs.
Brad Sullivan, CMT®, CAIA® -Director of Trading
Joining McCormack Financial Planning in 2021, Brad brings nearly 25 years of experience from both buy-side and sell-side positions. Brad is the Director of Trading and is responsible for a number of Compliance related duties. He also provides fundamental and technical research in relation to investment decisions.
Brad started his career on the floor of the NYSE where he spent six years working for a market maker. Other notable positions include managing the Asia Equity Trading Desk for Russell Investments in Seattle for seven years, then overseeing the Global Agency Execution Desk for StoneX Group before the move to McCormack Financial Planning.
Brad earned a Bachelor of Science in Finance from the University of North Carolina Wilmington. He is a Chartered Market Technician® and a Chartered Alternative Investment Analyst®. He also holds FINRA Series 7,24,63, and 55 licenses. When not following the markets, Brad enjoys spending time with his wife Mona, and three daughters, Jacqueline, Raquel, and Simone.
Stephanie Jackson – Operations Manager
Stephanie is responsible for opening and servicing client accounts. Her 14 years of knowledge in the financial industry, as well as her excellent administrative skills, are an asset to McCormack Financial Planning. Through her skills and care you will feel confident that all details are being followed through and all service requirements met.
Stephanie earned a Bachelor of Business from Kennesaw State University and holds an MBA from LSU. She is Series 7 licensed, adding to her industry knowledge. When she is not at the office, she enjoys traveling and spending time with her husband, Kevin, and her two daughters, Mia and Kyah.
Joy Lancis – Client Service Specialist
Joy comes to McCormack Financial Planning, Inc. looking for a place where she could fully engage, not only her mind but her heart in service to clients. Joy’s career in banking and her strong background in the financial services industry, along with her service ethic are an asset to the McCormack Team. Her previous experience spanning from New York to Georgia covering risk management, lending, and client needs makes Joy a welcome addition at McCormack Financial Planning, Inc.
Joy lives in Cumming, Georgia with her husband, Cesar and enjoys working out as well as visiting family back in her hometown, New York.
Amy Taylor – Office Administrator
Amy joined McCormack Financial Planning in 2013 and brings with her many years of experience in office administration and organization. Her addition to the team is welcomed by the clients as well as by the entire McCormack team. She continuously strives to support and assist wherever she is needed. She is usually the first point of contact to callers and, if you are calling in, you will be confident that your objectives will be met.
Amy lives in Brookhaven, enjoys working at home and playing with her dog. She is very proud of her son, Rob, an IT graduate now working in Sydney, Australia.