

The Sum Information
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The Sum
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at The Sum shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years13% for 5–7 years25% have over 11 years of service at The SumEx-employees positions
In Company
In New Company
Contact top employees from
The Sum
Michael Rahn
Founder and Financial Planner
Christopher Melber
Financial Planner
Marc Laviage
Advisor
Jacob Irving
Financial Planning Intern
Sarah McWilliams
Associate Relationship Manager
Casey Mack
Financial Planner
John Elliott Butler
Executive Director
Emily Holt
Student Intern
Trey Dunaway
Financial Planner
Elliott Cisneros
Executive Director
Marc Allan Toslu
Principal
Bill Vallier
Artist