Broker Check

Our Team

SUM Financial Services Group

Home Office Support - Wealth Solutions Group

Amy Bryant

Amy Bryant, JD, CLU®

Director, Advanced Planning

Ashley Greene

Ashley Greene, JD, LLM

Director, Advanced Planning

Austin Turner

Austin Turner

Sr. Financial Planning Consultant

Catherine Hille

Catherine Hille, CLU®, ChFC®, RICP®

Sr. Consultant, Insurance and Annuity Sales

Devin Haddix

Devin Haddix, QKA, CRPS, TGPC, MBA

Consultant, Retirement Plan Sales

Ryan Hodapp

Ryan Hodapp, CFA, CAIA

Director, Investment & Advisory Sales

Will Bohne

Will Bohne, CFP®

Director, Financial Planning Development