https://www.streamlinefamilyoffice.com/home daily 0.75 2017-07-18 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1500357222930-05P1WTCLYZ5DZBTM40FS/image-asset.jpeg Home https://www.streamlinefamilyoffice.com/what-we-do daily 0.75 2018-01-22 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1500357246168-S7EPJ0MUVQZ1J38LK0H6/image-asset.jpeg Why we are unique https://www.streamlinefamilyoffice.com/projects daily 0.75 2017-10-30 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1500357273227-D39WJCD2EBOHA6D8PAPY/image-asset.jpeg Services https://www.streamlinefamilyoffice.com/partners daily 0.75 2018-01-22 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1500357304839-5ZENUX8C5DXZWZIIPRIK/image-asset.jpeg Clients https://www.streamlinefamilyoffice.com/contact-2 daily 0.75 2017-07-18 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1516640381173-S4ECSJDVDGV2CFFQWG3H/image-asset.jpeg Contact https://www.streamlinefamilyoffice.com/new-page daily 0.75 2017-07-18 https://www.streamlinefamilyoffice.com/why-we-are-unique daily 0.75 2018-01-22 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1500357932503-B6VSHBZOWQM2CFH11ZJE/image-asset.jpeg Our Team https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1516638492397-9SANDYOKCF52K4CBBJFX/Katie2.jpg Our Team - Katie Sullivan Katie founded Streamline Family Office in 2003 and has been working with wealthy families for over 20 years. Over the past 16 years she has served as a Trusted Advisor to an aggregate of over $2B of client assets. She has extensive experience with and knowledge of the unique complexities and freedoms that wealth creates. Katie has built deep client and advisor relationships based on trust, compassion, privacy and integrity. She has a passion for understanding client needs and can quickly understand how all the pieces create the big picture. Katie started her career at Merrill Lynch and Bainco International Investors. She graduated from the University of Rhode Island where she was a Division I field hockey scholarship recipient and two-year captain. Katie lives in Dover MA and has four children with her husband Dan. She is incredibly curious, loves adventure, laughing, reading and pushing herself outside of her comfort zone. https://www.streamlinefamilyoffice.com/gohome daily 1.0 2023-02-09 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1518267016513-K18RTZN6Q6HOC3BL08XX/Streamline+Website+Background-01.png SIMPLIFY. CLARIFY. CONTROL. https://www.streamlinefamilyoffice.com/services daily 0.75 2023-02-09 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/6a5cdbac-4c40-4da6-b9e1-2fb19b4f5f30/Streamline+Introduction+-++2022-2.png Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.streamlinefamilyoffice.com/team daily 0.75 2026-01-21 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/c2a70763-0fe3-4ca5-8dab-54484ff6f468/KatieSullivan_2022.jpg Team Katie Sullivan CEO & Founder https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/4023e698-8af6-483c-a0ea-ce5563de221a/Amy.JPG Team - Make it stand out Amy Johnston Partner & Relationship Leader https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/b465d916-a97a-4cb1-951f-59ae60898d77/MichelleCarty+2022.jpg Team - Make it stand out Michelle Carty, CPA Client Accountant/Relationship Associate https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/cc60fc31-0a3d-4c34-9c3a-fd077e507991/Becca_Silwoski+2022.jpg Team Rebecca Sliwoski, MBA, MS Relationship Leader https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/84d319aa-7359-4dc2-bfcf-c6649b5da5e4/Trisha+Presley.jpg Team - Make it stand out Trisha Presley, CPA Director of Accounting https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/26f1ab68-54ee-48dc-a627-ba91e4ef9125/Sam_Streamline2022.jpg Team - Make it stand out Samantha Levine Investment Accountant https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/241a3c5a-86bb-46cb-90a7-5b783ebf8665/Greg+Synyder+2024.jpg Team - Make it stand out Greg Snyder, CPA, MBA Director of Reporting https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/125bd83b-d1e5-4310-8f00-42dffe36465a/AmyD_Streamline_2022_.jpg Team Amy Dalmanieras Relationship Leader https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/34f682ad-4556-4988-a7fa-95c9f6e49b0b/Stephanie+Csaplar.jpg Team - Make it stand out Stephanie Csaplar Client Operations https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/6ffb65c6-2d9b-4e39-998f-7c1a706155bb/3913C633-37F7-4432-8B92-C7BE5E732D5A.jpeg Team - Make it stand out Fhelica Nafe, CPA Relationship Leader https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1518273339056-J2XRQKUIUJ2N24C9NZ6B/Clare.JPG Team - Make it stand out Clare Cole, CPA, CFP, MS Consultant https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/80ddd1d4-1d34-4df1-b490-0e18b4e4ea54/Streamline+S.jpg Team - Make it stand out Kim Nguyen Client Associate https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/80ddd1d4-1d34-4df1-b490-0e18b4e4ea54/Streamline+S.jpg Team - Make it stand out Alexandria Palumbo Investment Accountant https://www.streamlinefamilyoffice.com/clients daily 0.75 2026-01-21 https://www.streamlinefamilyoffice.com/contact daily 0.75 2023-02-08 https://www.streamlinefamilyoffice.com/team-copy daily 0.75 2025-05-07 https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/d1e5d0b8-fc7f-4227-9732-e4aed0a21860/Trisha+Presley.jpg Team (Copy) https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/c2a70763-0fe3-4ca5-8dab-54484ff6f468/KatieSullivan_2022.jpg Team (Copy) Katie Sullivan https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/125bd83b-d1e5-4310-8f00-42dffe36465a/AmyD_Streamline_2022_.jpg Team (Copy) Amy Dalmanieras https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/1518273339056-J2XRQKUIUJ2N24C9NZ6B/Clare.JPG Team (Copy) - Make it stand out Clare Cole CPA, CFP, MS https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/6ffb65c6-2d9b-4e39-998f-7c1a706155bb/3913C633-37F7-4432-8B92-C7BE5E732D5A.jpeg Team (Copy) - Make it stand out Fhelica Nafe CPA https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/26f1ab68-54ee-48dc-a627-ba91e4ef9125/Sam_Streamline2022.jpg Team (Copy) - Make it stand out Samantha Levine https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/58201020-7d3f-454f-9b0b-0bdb74af5ab9/Andrea_Geffert+2023.jpg Team (Copy) - Make it stand out Andrea Geffert MBA https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/048bc905-1b88-4b0b-b518-5d9b6ae0cee4/Karen_Streamline_2022.jpg Team (Copy) - Make it stand out Karen Pricella https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/b465d916-a97a-4cb1-951f-59ae60898d77/MichelleCarty+2022.jpg Team (Copy) - Make it stand out Michelle Carty CPA https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/4023e698-8af6-483c-a0ea-ce5563de221a/Amy.JPG Team (Copy) - Make it stand out Amy Johnston https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/cc60fc31-0a3d-4c34-9c3a-fd077e507991/Becca_Silwoski+2022.jpg Team (Copy) Rebecca Sliwoski MBA, MS https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/34f682ad-4556-4988-a7fa-95c9f6e49b0b/Stephanie+Csaplar.jpg Team (Copy) - Make it stand out Stephanie Csaplar https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/84d319aa-7359-4dc2-bfcf-c6649b5da5e4/Trisha+Presley.jpg Team (Copy) - Make it stand out Trisha Presley CPA https://images.squarespace-cdn.com/content/v1/5939a1c103596e71ec67ee3f/241a3c5a-86bb-46cb-90a7-5b783ebf8665/Greg+Synyder+2024.jpg Team (Copy) - Make it stand out Greg Snyder CPA, MBA