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(925) 830 - 1700

Meet the Tomren & Sullivan Wealth Team

Tomren & Sullivan Wealth Management is a Team-Based Financial Firm located in the beautiful community of San Ramon, California.

Michael Tomren

Michael Tomren MS, CFP®, AIF®, CEPA®

Managing Partner, Financial Planner

(925) 830-1700

Brian Sullivan

Brian Sullivan, CFP®, AIF®, RICP®

Partner, Financial Planner

(925) 830-1700

Veronika Carter

Veronika Carter, AIF®, FPQP™

Associate Financial Planner

(925) 830-1700

Alexis Johnson

Alexis M. Johnson

Chief Operating Officer

(925) 830-1700

Leila Larsen

Leila J. Larsen

VP of Communications

(925) 830-1700

Ashley Escamilla

Ashley Escamilla

Operations Manager

(925) 830-1700

Ciera Epperson

Ciera Epperson

Client Relations Specialist

(925) 830-1700

Dianne Medina

Dianne Medina

Client Relations Manager

(925) 830-1700

Anthony Ng

Anthony Ng

Client Operations Specialist

925-830-1700

Carlos Hernandez

Carlos Hernandez

Client Operations Specialist

925-830-1700

Julia Maldonado

Julia Maldonado

Future Advisor Intern

925-830-1700

We Speak Your Language

Financial planning is personal, and sometimes it's easier in the language you grew up with. Our team includes native and fluent speakers of Ukrainian, Russian, Spanish, Cantonese, Mandarin, and Farsi. If you or your family would feel more comfortable discussing your finances in one of these languages, just let us know when you reach out. Call our San Ramon office and we'll connect you with the right team member.

Client Centered

Client Centered

Whether you are investing to build wealth, help provide for your family, or pass on your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.