CASEY MACK, CFP ® Financial Planner
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.
Welcome to the Team!
1/10/25, 2:00 PM
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(M) 281.940.4859, ext. 623 TheSumPREP-Stacked-Reverse-CMYK-V1.jpg
(D) 281. 768.4646
Casey@thesumplanning.com
1/10/25, 2:00 PM
SPECIALTIES
EXPERIENCE & QUALIFICATIONS
A Personal Approach to Tax Planning
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Retirement Planning
• University of Nebraska: BSBA in Finance (2007) • New York Life: Internship (2007) • USAA: Property & Casualty and Umbrella Insurance; Investments & Wealth Management (2008 - 2012) • Fidelity Investments: Vice President, Financial Consultant (2012 - 2024) • CERTIFIED FINANCIAL PLANNER ™ (CFP ® ) (2014)
• The Sum Prep offers tax preparation, tax planning and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Income Planning
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Investment Planning
• Services provided: • Tax Planning • Bookkeeping/Payroll • Individual Income Tax Return Preparation & filing including State Tax Returns (Form 1040) Tax Planning • Estate Planning • Insurance Planning • Risk Management • • Trust and Estate Tax Return Preparation & Filing (Form 1041) • Gift Tax and Estate Tax Preparation & Filing (Forms 706/709) • Business Tax Return Preparation and Filing (Forms 1120/1120S/1065) • Texas Franchise Tax Preparation and filing
Contact Us: Call to schedule your appointment today at 281.823.7566
CASEY IS...
Devoted husband to Jenna, an RN Proud dad of three super active kiddos
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Recreational golfer & hunter
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Major sports fan
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4526 Research Forest Dr Suite 240, The Woodlands, TX 77381 info@thesumprep.com | thesumprep.com
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