Join SUM Financial Services Group for a Lunch & Learn on Employer-Sponsored Retirement Plans. Discover plan options, compliance tips, and how to optimize your
Nathan Sumner, CFP®, is the President of SUM Financial Services Group. In addition to serving as a Wealth Advisor, he serves on Boards and is an active Rotarian volunteering with a variety of organizations throughout the year. Helives in Denver with his wife and three boys. When not in the office, you may see Nathan chasing his kids, skiing, or engaging in one of many other sports as an enthusiast.