Sumner Schachter, CFP®

Sumner Schachter, CFP®

Senior Vice President/Investments

Phone: (970) 945-5275
(866) 503-6632

E-mail:
 

Sumner earned a Bachelor of Arts degree from Princeton University and his Ph.D. from the University of Minnesota.  After a successful career as an educator, he began his investment career in 1983.  Sumner has specialized in assisting Glenwood Springs and Roaring Fork Valley investors with their investment planning and financial needs.  In addition, he has clients all over the United States and in other countries.  Sumner holds FINRA Series 7, 8, and 65 licenses, is licensed in life, health, and variable insurance (including annuities), and holds the CERTIFIED FINANCIAL PLANNING™ certification.  Sumner belongs to a number of civic and volunteer organizations, and he believes in giving service to his community.