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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.
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: TREY DUNAWAY, CFP® Financial Planner
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. 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. 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. CASEY MACK, CFP ® Financial Planner CASEY MACK, CFP ® Financial Planner
7/11/25, 10:09 AM
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 TEAM MEMBER SPOTLIGHT
Retirement Planning Income Planning Investment Planning* Tax Planning Estate Planning Insurance Planning Risk Management Planning
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.
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
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.
Casey Mack, CFP® 281.768.4646 casey@thesumplanning.com thesumplanning.com
https://mail.google.com/mail/u/2/#search/mike%40thesumplanning.com/FMfcgzQbgJGSwczRsQqvmSzcjnnvrmhV?compose=CllgCJfqccQJlnKLVXkfSTHGgKrHc… 1/1
Brady Cox, CPA Director of Tax The Planning Project, LLC d/b/a The Sum (“The Sum”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The Sum renders individualized investment advice and financial planning services to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The Sum is not a public accounting firm.
281.823.7566 info@TheSumPrep.com Casey@thesumplanning.com Trey@thesumplanning.com
(M) 281.940.4859, ext. 623
Casey@thesumplanning.com
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