Jim Sumpter, MT, CFP®
CERTIFIED FINANCIAL PLANNER™
President, CEO
Jim Sumpter is the Founder, President, and CEO of CMC Financial. With more than 28 years of experience, he works with business owners, individuals, families, many of which are multiple generations. A Certified Financial Planner™ (CFP®)...
Read more
Mark Green
Wealth Advisor
Mark Green is the President and Founder of GFG Wealth Advisors and has spent more than four decades in the investment services industry. He began his career in 1985 in back-office operations at a major wirehouse, gaining firsthand...
Read more
Andy Graffeo, AFSP
Vice President
Andy began his financial advisory career with RFG in 2003. He has years of experience in tax and financial planning for families and small businesses. As a Birmingham native he attended Ensley High and UAB Andy’s family owned...
Jennifer Sumpter, FPQP®, ABFP®
Financial Paraplanner Qualified Professional™, Accredited Behavioral Finance Professional™
Director of Business Operations
As Director of Business Operations at CMC Financial, Jennifer Sumpter plays a critical role in ensuring the firm runs with efficiency, consistency, and purpose. A certified Financial Paraplanner Qualified Professional™ (FPQP™), she...
Read more