As Chief Financial Officer of tru Independence, Jamie L. Sullivan, CFP®, CPA, blends financial expertise with a forward-thinking approach to drive strategic growth. With over 17 years of experience, she has been instrumental in strengthening financial operations, increasing efficiency, and aligning financial strategy with business objectives during her five-year tenure at tru.
Jamie approaches financial leadership with an unwavering focus on continuous improvement and delivering excellence. She actively seeks opportunities to enhance efficiency, refine processes, and leverage data and automation for strategic decision-making. Viewing accounting and finance as ever-evolving fields, she embraces technology and data-driven insights to keep tru agile in a complex financial landscape.
Beyond managing tru’s financial operations, Jamie established and provides strategic oversight of tru’s outsourced accounting services, helping independent advisory firms optimize financial operations. These services empower advisors with timely, accurate financial data, enabling them to make informed decisions and drive sustainable growth—while freeing them to focus on their clients.
Jamie draws inspiration from the driven, innovative professionals she works alongside, finding fulfillment in a culture that values collaboration, learning, and excellence. As a leader, she builds strong cross-functional relationships and fosters a culture where learning, innovation, and strategic thinking thrive. She is passionate about mentoring and developing talent, particularly women in finance, helping to cultivate the next generation of industry leaders.
Motherhood has sharpened Jamie’s leadership, strengthening her behavioral and emotional intelligence while reinforcing equanimity, adaptability, and decisiveness. It has enhanced her ability to navigate complexity, lead with clarity, and make high-impact decisions—ensuring every choice she makes drives meaningful, sustainable results.
Outside of work, Jamie enjoys exploring the rugged Northern California coast and seeking adventure in the mountains whenever possible. When she is not outdoors, she can be found sipping a cup of tea—or two—embracing the joys of parenthood and cherishing time with her family. Her seamless blend of professional excellence and personal fulfillment reflects the well-rounded leadership that makes her invaluable to tru Independence.