Financially in Tune was founded in 2011 to provide clients with solutions to complex financial planning and investment issues. Jeanne, Philip and Mandy are all principals/owners of the firm – 100% employee owned and 100% of the employees are owners.

 

Jeanne Gibson Sullivan, CFP®

Founder and Principal
jeanne@financiallyintune.com

Jeanne founded Financially in Tune in 2011 to provide financial planning guidance and investment management to a wide range of clients. She is originally from Kansas City, MO and now lives in Reading, MA with her husband. Both of her sons are college graduates, one is currently in graduate school in New York City and the other is an officer in the Marine Corps.



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Philip Lee, CFP®

Principal and Wealth Manager
philip@financiallyintune.com

Philip is a principal of Financially in Tune, LLC who has over nineteen years’ experience providing financial planning and investment management to individuals and families. He specializes in advising clients involved in the arts and those in the education, healthcare, and legal professions. He has extensive experience helping clients prepare for retirement, get the most out of their retirement, and navigate issues experienced by those who are widowed or divorced.

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Mandy Magee

Principal and Operations Manager
mandy@financiallyintune.com

Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband, two young daughters and her pug, Fritzi. Mandy studied abroad in York, England during college which developed her love of travel.  She remained friends with some of her classmates and still visits England every few years.  She is always looking for new travel ideas for families with young kids. The photo above is one she took on a recent trip across the pond!

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Jeanne Gibson Sullivan, CFP®

Jeanne founded Financially in Tune in 2011 to provide financial planning guidance and investment management to a wide range of clients. She is originally from Kansas City, MO and now lives in Reading, MA with her husband. Both of her sons are college graduates, one is currently in graduate school...
Philip Lee Photo (00020874xD3845)

Philip Lee, CFP®

Philip is a principal of Financially in Tune, LLC who has over nineteen years’ experience providing financial planning and investment management to individuals and families. He specializes in advising clients involved in the arts and those in the education, healthcare, and legal professions. He has extensive experience helping clients prepare...

Jennifer Kundrot, CFP®

After graduating with a degree in mechanical engineering, Jennifer had a successful 12-year actuarial career. She and her husband decided to take some time off to travel and enjoy life. Pivoting once more, she entered the financial planning profession to help people learn more about money and achieve their goals...
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Mandy Magee, FPQP®

Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband, two young daughters and her pug, Fritzi. Mandy studied abroad in York, England during college which developed her love of travel. She remained friends with some of her classmates and still visits England every...