About Us
Professionals Who Care
We believe that financial planning is not just about numbers—it's about people. Our team of dedicated professionals is committed to understanding your unique financial goals and personal aspirations. We take the time to listen, offering personalized advice and tailored solutions that reflect your individual needs. With a compassionate approach and a genuine commitment to your success, we strive to build lasting relationships based on trust and integrity. Experience the difference of working with professionals who truly care about your financial well-being.
Nathan Sumner, CFP, QKA, CBS, CPFA
President/Wealth Advisor
Nathan Sumner, CFP, QKA, CBS, CPFA, 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. He lives in Aurora 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.