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As a financial planner at The Sum, Casey provides comprehe management for individuals and families in different stages experience in multiple planning disciplines, such as vario insurance and investment management, and he is skilled together all the pieces of a person’s financial puzzle to create o purposeful strategy. He enjoys guiding clients through the e of their financial plan, whether he’s helping a young accumulation strategies, working with pre-retirees to transition their assets, or leading someone through the est and wealth transfer process. With more than 15 years of experience in financial services, C at educating clients and helping them arrive at their “lightbu He has a keen ability to take complex topics and make them everyday life, and he takes time to ensure his clients truly u concept before moving forward with the planning proces clients to feel comfortable asking questions and getting involv work with them to provide the best possible solutions. T process, he aims to provide them peace of mind and the as they are on track for the life they want to live. With more than 15 years of experience in financial services, Casey is adep at educating clients and helping them arrive at their “lightbulb moment He has a keen ability to take complex topics and make them applicable t everyday life, and he takes time to ensure his clients truly understand concept before moving forward with the planning process. He want clients to feel comfortable asking questions and getting involved so he ca work with them to provide the best possible solutions. Through thi process, he aims to provide them peace of mind and the assurance tha they are on track for the life they want to live. CASEY MACK, CFP ® Financial Planner As a financial planner at The Sum, Casey provides comprehensi management for individuals and families in different stages of li experience in multiple planning disciplines, such as various insurance and investment management, and he is skilled at together all the pieces of a person’s financial puzzle to create one purposeful strategy. He enjoys guiding clients through the entir of their financial plan, whether he’s helping a young cou accumulation strategies, working with pre-retirees to pro transition their assets, or leading someone through the estate and wealth transfer process. CASEY MACK, CFP ® Financial Planner CASEY MACK, CFP ® Financial Planner As a financial planner at The Sum, Casey provides comprehensive wealt management for individuals and families in different stages of life. He ha experience in multiple planning disciplines, such as various types o insurance and investment management, and he is skilled at bringin together all the pieces of a person’s financial puzzle to create one cohesive purposeful strategy. He enjoys guiding clients through the entire lifecycl of their financial plan, whether he’s helping a young couple wit accumulation strategies, working with pre-retirees to protect an transition their assets, or leading someone through the estate plannin and wealth transfer process. With more than 15 years of experience in financial services, Case at educating clients and helping them arrive at their “lightbulb m He has a keen ability to take complex topics and make them app everyday life, and he takes time to ensure his clients truly und concept before moving forward with the planning process. H clients to feel comfortable asking questions and getting involved work with them to provide the best possible solutions. Thro process, he aims to provide them peace of mind and the assur they are on track for the life they want to live. Learn More A PERSONAL AP TO TAX PLAN The Sum Prep offers tax preparation, and bookkee with a service-first, perso Have you heard from professional lately? O professionals provide support and guidance th the entire scope of your fi With years of client servic we put your needs first w relieve the stresses of na tax process alo Services Provid Tax Plannin Bookkeeping & P Tax Preparat Did we mention tax p
Ask about available tax credits. Expires: 9/22/2025
The Sum is not your typical wealth management firm. Traditional firms charge a fee for investment evercoolhvac.com | 832-589-4255
281-940-4859 (M) 281.940.4859, ext. 623 *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 (M) 281.940.4859, ext. 623 (D) 281. 768.4646 (D) 281-768-4622 (D) 281. 768.4646 ϧ ʷevoted husband to Catye ϧ Proud father of three ϧ ʤʥ ʞ ˌears financial planning experience ϧ The Woodlands resident since ʥʣʤʥ T˅ʸˌ ʼS... ʸˋPʸ˅ʼʸˁCʸ ʙ ˄ˈALʼFʼCATʼOˁS Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning CASEY MACK, CFP ® Financial Planner management and occasionally provide “complimentary” financial planning. This is NOT The Sum.
License# TACLA75575E
7/11/25, 10:09 AM
Trey Sum Photo.jpg
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. Trey is your dedicated financial partner, offering deep, personalized planning through The SumϠs Єat fee-based model. With over ʤʨ 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 “whatϠs next” of retirement, both financially and emotionally. Trey is known for his straightforward, personable approach. He simplifies complex concepts, avoids ˝argon, and provides practical guidance to empower clients to make confident financial decisions. TREY DUNAWAY, CFP® The Sum offers Flat-Fee Financial Planning that includes: ϧ Fitness ʸnthusiast ϧ ʺolf, Football and Hockey fan The Sum delivers financial planning advice without the requirement of investment management through a well-designed planning process.
Retirement Planning | Income Planning Investment Planning | Tax Planning | Estate Planning Insurance Planning | Risk Management PLANNING AREAS
(M) 281.940.4859, ext. 623
Casey@thesumplanning.com
Casey@thesumplanning.com Trey@thesumplanning.com
(D) 281. 768.4646
Casey@thesumplanning.com
Br
281.823.7566 info@TheSumPrep.com
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(M) 281.940.4859, ext. 623
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