Meet Our Team
Our team approach adds perspective to all we do and
provides increased benefits to our clients.
Cindy Cavener-Sumner
Wealth Advisor
I’m a creative problem solver through and through, raised in a family where thinking outside the box was just the way we did things...
Jack Cavener-Sumner
Chief Office Cat In Charge of Napping and Distraction
Jack started out life as a feral farm kitten. I “rescued” him, took him home, gave him a safe, comfy place to live, and he showed his gratitude by hiding from me and running to the farthest corners, because humans were...
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Mollie Dones
Executive Assistant
Mollie obtained her Bachelor's degree in Public Relations and minor in English through Penn State University. She comes to us with 12 years of service experience within the wealth management space