Kate Sumner

Financial Advisor
Kate Sumner smiling warmly

My Story

Coming soon…

How I’m expanding what’s possible with money

I’m encouraging my community to gain knowledge and empowerment around financial matters. I help clients build confidence, establish plans, and envision bolder futures for themselves and their communities. Personally, I am building financial security for myself, and noticing how implementing structures around money has enabled a sense of ease and expanded my imagination of generosity.

Outside of work, my passions include

Every year, I volunteer for ten days with the Timber Framers Guild to construct a long-lasting, sustainable building for a local government or nonprofit. Most recently, I helped cut and raise an oak frame for the Farmers’ Market Pavilion in Independence, Virginia. While timber framing might at first seem like a far cry from the world of financial planning (admittedly, I get rained on less at Abacus), both allow me to use my passion for collaboration to build solid structures in which people and communities can thrive.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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