Stephanie Gumm Email & Phone Number

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 Vice Chair of the Board at Dandelion Meadow, an endeavor to help women of substance abuse and human trafficking. I am a highly active member of St Paul’s Episcopal Church and helped found our outreach program Love For Children. I enjoy gardening, hiking, travel, and spending time in the Virginia mountains. I live in Sharpsburg, Md with my husband and two twin children.Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Horizon Advisory Group 1818 Library Street Suite 500 Reston, VA 20190 (571) 669-3516. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which she is properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Listed skills include Retirement Planning, Financial Advisory, Strategic Planning, Disability Insurance, and 21 others.