As an assistant at Aegis Financial Partners, Sumner provides client service support to our Financial Planners and their clients. While working closely with Michael and Derek, she has developed trusted relationships with our clients through assisting them with their financial needs. Exceptional communication and reliability are her top priorities. While monitoring overall operations, Sumner provides crucial administrative responsibilities to ensure positive growth and development of the practice.
Before moving to Colorado and joining the Aegis Team, Sumner worked at the University of Vermont Medical Center and Massachusetts General Hospital, where she held positions of Administrative Assistant to the Director of Cardiovascular and Neurosciences, and Patient Services Coordinator in General Medicine, respectively. Prior to joining the workforce, Sumner obtained her bachelor’s degree in Community and International Development and Community Entrepreneurship from the University of Vermont. She will begin her graduate career at the University of Colorado Boulder next Fall, pursuing a Master of Business Administration degree with a concentration in Entrepreneurship.
Sumner is originally from Vermont and currently resides in Boulder with her partner Eli and beloved dog Annie. Outside of school and work, Sumner loves to hike, mountain bike, run, bake and paint. Sumner believes the most important things in life are family, generosity and hard work.