Kate Sumner, CFP®

My Story I sat nervously, my nine-year-old feet not reaching the floor, in the back room of a strip mall music shop. My hands held drumsticks for the first time. I wasn’t sure what to make of Marge, my new teacher. After a brief lesson on grip, it was time to play. In front of […]
Ariel Ward, CFP®

My Story I grew up in a family of 4 kids with artist parents in one of the more economically depressed areas of the country. Although my parents were successful business owners, there wasn’t always extra room in the budget for excess or travel. As such, I started earning my own money around age 14. […]

