Meet Our Team

Financial Planning First LLC, is a Registered Investment Advisory compiled of skilled and experienced fiduciary advisors. The firm is founded on the belief that through planning, anyone can secure his or her own financial future. This is backed by over 75 years combined experience of the advisors and staff. We believe having a plan is a roadmap to financial success. The plan is the driving force of our investment decisions and the advice we give. The plan also empowers clients to meet their goals notwithstanding markets nor the foibles life throws in our way.

  • Matthew Sullivan, CFP®

    Matt founded Financial Planning First LLC in 2022 after 30+ years in the financial industry. Matt has been a Financial Advisor, Compliance Officer and Branch Manager at major brokerage firms prior to building his own business with Imus Wilkinson Investment Management starting in 2013. He has been a Certified Financial Planner® since 1999 and firmly believes in the value of planning. A New ‘Yawker by birth, he spent 12 years in the Seattle area before moving to Tucson in 2000. He is devoted to his two grown daughters and spends his free time playing guitar and riding his bike.

    Tap here for Matthew’s Educational Background and Business Experience.

  • Gary Imus

    Gary is the Financial Planning First CIO, or Chief Investment Officer. Gary spent the first 20 years of his working career in retail, culminating in the ownership of a gourmet cooking store. He has been in the investment industry for the past 38 years. Gary and his wife Debbie have been married for the past 28 years and enjoy golf, traveling, wine tasting, and gourmet cooking. As avid conservationists, Gary and Debbie built and live in a home featured on Planet Green’s Renovation Nation described as “the greenest house in America.”

  • Ceridwen Davies

    Ceridwen is the Operations Manager at Financial Planning First. She is a former Charles Schwab employee of five years, who has brought forth her knowledge and skills to help the clients of FPF. She has lived in Arizona for her entire life, living in Phoenix until 2019 and then moved to Tucson. She has since been with our team for the last three years, providing a lot of insight with Charles Schwab and its processes. Ceridwen loves to paint, care for animals, and hang out with her family and friends. She brings youthful vigor and a strong passion for helping those in need to our team.