Brian Jones Owner
Tyler Henk Operations Manager
Brian Newbury Comfort Specialist
DON’T SWEAT IT. WE’VE GOT YOU COVERED. Trusted in The Woodlands for 25+ years with fair, reliable service.
UP TO $1,500 OFF PURCHASE OF A COMPLETE SYSTEM
Ask about available tax credits. Expires: 10/22/2025
evercoolhvac.com | 832-589-4255
License# TACLA75575E
A PERSONAL APPROACH TO TAX PLANNING The Sum Prep offers tax planning, tax preparation, and bookkeeping services with a service-first, personalized touch. Have you heard from your tax professional lately? Our team of professionals provide hands-on support and guidance that considers the entire scope of your financial goals. With years of client service experience, we put your needs first while helping to relieve the stresses of navigating the tax process alone.
A PERSONAL APPR TO TAX PLANN
The Sum Prep, LLC is not a CPA firm.
Trey Sum Photo.jpg The Sum is not your typical wealth management firm. Traditional firms charge a fee for investment management and occasionally provide “complimentary” financial planning. This is NOT The Sum. The Sum offers Flat-Fee Financial Planning that includes: Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process. *At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started. TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com • 12 + Years financial planning experience • The Woodlands resident since 2012 EXPERIENCE & QUALIFICATIONS 281-940-4859 (M) 281.940.4859, ext. 623 (D) 281. 768.4646 (D) 281-768-4622 (D) 281. 768.4646 TREY DUNAWAY, CFP®
BRADY COX, CPA management and occasionally provide “complimentary” financial planning. This is NOT The Sum. The Sum offers Flat-Fee Financial Planning that includes: The Sum is not your typical wealth management firm. Traditional firms charge a fee for investment
As a financial planner at The Sum, Casey prov management for individuals and families in di experience in multiple planning disciplines, insurance and investment management, an together all the pieces of a person’s financial pu purposeful strategy. He enjoys guiding clients of their financial plan, whether he’s helpi accumulation strategies, working with pr transition their assets, or leading someone th and wealth transfer process. With more than 15 years of experience in finan at educating clients and helping them arrive a He has a keen ability to take complex topics an everyday life, and he takes time to ensure his concept before moving forward with the pl clients to feel comfortable asking questions an work with them to provide the best possib process, he aims to provide them peace of m they are on track for the life they want to live. CASEY MACK, CFP Financial Planner The Sum Prep offers tax pla preparation, and bookkeepi with a service-first, persona Have you heard from yo professional lately? Our professionals provide ha support and guidance that the entire scope of your fina With years of client service e we put your needs first while relieve the stresses of navig tax process alone As a financial planner at The Sum, Casey provides comprehensive wealth management for individuals and families in different stages of life. He has experience in multiple planning disciplines, such as various types of insurance and investment management, and he is skilled at bringing together all the pieces of a person’s financial puzzle to create one cohesive, purposeful strategy. He enjoys guiding clients through the entire lifecycle of their financial plan, whether he’s helping a young couple with accumulation strategies, working with pre-retirees to protect and transition their assets, or leading someone through the estate planning and wealth transfer process. With more than 15 years of experience in financial services, Casey is adept at educating clients and helping them arrive at their “lightbulb moment.” He has a keen ability to take complex topics and make them applicable to everyday life, and he takes time to ensure his clients truly understand a concept before moving forward with the planning process. He wants clients to feel comfortable asking questions and getting involved so he can work with them to provide the best possible solutions. Through this process, he aims to provide them peace of mind and the assurance that they are on track for the life they want to live. CASEY MACK, CFP ® Financial Planner Director of Tax The Sum Prep offers tax planning, tax preparation, and bookkeeping services with a service-first, personalized touch. Have you heard from your tax professional lately? Our team of professionals provide hands-on support and guidance that considers the entire scope of your financial goals. With years of client service experience, we put your needs first while helping to relieve the stresses of navigating the tax process alone. Services Provided Tax Planning Bookkeeping & Pay Tax Preparation Did we mention tax pla Learn More
Trey is your dedicated financial partner, offering deep, personalized planning through The Sum’s flat fee-based model. With over 15 years of industry experience, he helps clients navigate everything from buying property to preparing for retirement. He creates resilient, goal-focused plans that withstand market changes and helps clients prepare for the “what’s next” of retirement, both financially and emotionally. Trey is known for his straightforward, personable approach. CASEY MACK, CFP ® Financial Planner Financial Planner
CASEY MACK, CFP ® Financial Planner
7/11/25, 10:09 AM
Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning
He simplifies complex concepts, avoids jargon, and provides practical guidance to empower clients to make confident financial decisions. With more than 15 years of experience in financial services, Casey is adept at educating clients and helping them arrive at their “lightbulb moment.” He has a keen ability to take complex topics and make them applicable to everyday life, and he takes time to ensure his clients truly understand a concept before moving forward with the planning process. He wants clients to feel comfortable asking questions and getting involved so he can work with them to provide the best possible solutions. Through this process, he aims to provide them peace of mind and the assurance that they are on track for the life they want to live. As a financial planner at The Sum, Casey provides comprehensive wealth management for individuals and families in different stages of life. He has experience in multiple planning disciplines, such as various types of insurance and investment management, and he is skilled at bringing together all the pieces of a person’s financial puzzle to create one cohesive, purposeful strategy. He enjoys guiding clients through the entire lifecycle of their financial plan, whether he’s helping a young couple with accumulation strategies, working with pre-retirees to protect and transition their assets, or leading someone through the estate planning and wealth transfer process.
Services Provided: Tax Planning Bookkeeping & Payroll Tax Preparation Did we mention tax planning? As a financial planner at The Sum, Casey provides comprehensive wealth management for individuals and families in different stages of life. He has experience in multiple planning disciplines, such as various types of insurance and investment management, and he is skilled at bringing together all the pieces of a person’s financial puzzle to create one cohesive, purposeful strategy. He enjoys guiding clients through the entire lifecycle of their financial plan, whether he’s helping a young couple with accumulation strategies, working with pre-retirees to protect and transition their assets, or leading someone through the estate planning and wealth transfer process. Learn More With more than 15 years of experience in financial services, Casey is adept at educating clients and helping them arrive at their “lightbulb moment.” He has a keen ability to take complex topics and make them applicable to everyday life, and he takes time to ensure his clients truly understand a concept before moving forward with the planning process. He wants clients to feel comfortable asking questions and getting involved so he can work with them to provide the best possible solutions. Through this process, he aims to provide them peace of mind and the assurance that they are on track for the life they want to live.
SERVICES PROVIDED: Tax Planning Bookkeeping & Payroll Tax Preparation Did we mention tax planning? *At The Sum investment planning is provided, and investment management is optional. The Sum focuses on the challenging planning topics that matter to you and your family. Let’s get your journey started. TEAM MEMBER SPOTLIGHT Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com 281.823.7566 (M) 281.940.4859, ext. 623 (D) 281. 768.4646 The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process.
https://mail.google.com/mail/u/2/#search/mike%40thesumplanning.com/FMfcgzQbgJGSwczRsQqvmSzcjnnvrmhV?compose=CllgCJfqccQJlnKLVXkfSTHGgKrHc… 1/1
(D) 281. 768.4646 Casey@thesumplanning.com info@TheSumPrep.com
Brady Cox, CPA Director of Tax (M) 281.940.4859, ext. 623
Brad Dire
281.823.7566 info@TheSumPrep.com Casey@thesumplanning.com Trey@thesumplanning.com
281.823.7566 info@TheSumPrep.com
Casey@thesump
(M) 281.940.4859, ext. 623
Casey@thesumplanning.com
10
COMMUNITYIMPACT.COM
EXPERIENCE & QUALIFICATIONS
EXPERIENCE & QUALIFICA
EXPERIENCE & QUALIFICATIONS SPECIALTIES
SPECIALTIES
EXPERIENCE & QUALIFICATIONS
SPECIALTIES LTIES
Powered by FlippingBook