Stephanie Gumm

About Stephanie Gumm

I strive to help impact lives. While I was raised with a private school education, lived in a beautiful part of Baltimore and spent summers at Rehobeth Beach in Delaware, my parents did not plan for retirement properly nor were they prepared for the long term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the right guidance to invest in their own future and their last days. I am passionate about helping people and in particular women, small business owners, and dentists plan their dreams and make them happen using education, state of the art technology and platforms for financial planning, retirement income, business planning, tax planning strategies and portfolio analysis and review. For my business owners, and I have been a business owner for over 25 years, I start the analysis with the exit strategy. After all, we will all be separated from our businesses one day – that is guaranteed. I complete the total financial analysis with a very deliberate process covering:• Advisory Services• Retirement Income Planning• Exit Planning• Employee Benefit and Retention Strategies• Business Continuation Strategies• Financial Protection Tools• Estate PlanningI want you to feel that no one is more committed to your goals than me, my team, and you. In my free time I am a highly active member of St Paul’s Episcopal Church and helped found our outreach program Love For Children. My passion is to help fight modern day slavery and am in search of a new Board position. I enjoy gardening, hiking, travel, and spending time in the Virginia mountains. I currently live in Berryville, VA.Stephanie Gumm is an investment advisor representative registered with Savvy Advisors, Inc.(“Savvy”). All investment advisory services offered by Stephanie Gumm are offered through Savvy. Horizon Advisory Group is an independent marketing brand name used by Stephanie Gumm for advertising and marketing purposes only. Horizon Advisory Group and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

Experience

1. Wealth Manager, Financial Planner & Certified Exit Planning Advisor (Cepa)

   Horizon Advisory Group, Llc

   Aug 2021 — Present · Reston, VA, US

Education

• Randolph-Macon Woman's College

  Bachelor of Arts (B.A.), Political Science, Economics and Sociology

  1980 — 1984

• Roland Park Country School

  High School Diploma

  1974 — 1980

Skills

• Retirement Planning
• Group Insurance
• Whole Life
• 401k
• Variable Annuities
• Long-Term Care
• Iras
• Health Insurance
• Brokers
• Health Savings Accounts
• Employee Benefits
• Permanent Life Insurance
• Long Term Care Insurance
• Life Insurance
• Medicare
• Fixed Annuities
• Term Life Insurance
• General Insurance
• Disability Insurance
• Commercial Insurance
• Client Liaison
• Insurance