Focused on assisting small business owners with large cash flow and tax concerns find solutions custom tailored to their business and staff.
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Nathan Sumner
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.