Broker Check

Meet the Team.

Jim Sumpter

Jim Sumpter, MT, CFP®

CERTIFIED FINANCIAL PLANNER™

President, CEO

(205) 510-9074

jsumpter@cmcfp.com

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®)...
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Andy Graffeo

Andy Graffeo, AFSP

Vice President

(205) 397-2456

agraffeo@cmcfp.com

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...

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Jennifer Sumpter

Jennifer Sumpter, ABFP®, FPQP®

Accredited Behavioral Finance Professional™, Financial Paraplanner Qualified Professional™

Director of Business Operations

(205) 892-1587

jennifer@cmcfp.com

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...

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Addison McMillen

Addison McMillen

Tax Client Services Associate

205-881-1203

amcmillen@cmcfp.com

Addison McMillen joined CMC Financial in January 2026 as an Accounting Intern before transitioning into her current role as a Tax Client Services Associate. In her role, she assists with both tax preparation and bookkeeping.A graduate...
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