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MEMBER PROFILE

 

Stephanie Gumm

Horizon Advisory Group

 

Member profile details

Membership level
DC Metro
First name
Stephanie
Second name/initial
R
Last name
Gumm
Title
Certified Exit Planning Advisor & Financial Planner
Company
Horizon Advisory Group
 

CONTACT INFORMATION

City
Reston
State
Virginia
 

PROFILE INFORMATION

Call me when
A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs
Why I/we support XPX
Looking for education, speaking and networking opportunities
Profession
  • Banker
  • Insurance
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Payroll
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Exit Planning Advisor & Financial Planner
Transition Planning Certification or Methodology
CEPA
In Business Since
2011
How to contact
Stephanie R. Gumm
Website
horizonadvgroup.com
LinkedIn profile link
linkedin.com/in/stephaniegumm1
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