Our Team
SUM Financial Services Group
Home Office Support - Wealth Solutions Group
Amy Bryant, JD, CLU®
Director, Advanced Planning
Ashley Greene, JD, LLM
Director, Advanced Planning
Austin Turner
Sr. Financial Planning Consultant
Catherine Hille, CLU®, ChFC®, RICP®
Sr. Consultant, Insurance and Annuity Sales
Devin Haddix, QKA, CRPS, TGPC, MBA
Consultant, Retirement Plan Sales
Ryan Hodapp, CFA, CAIA
Director, Investment & Advisory Sales
Will Bohne, CFP®
Director, Financial Planning Development