Jim Sumpter, MT, CFP®
CERTIFIED FINANCIAL PLANNER™
President, CEO
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, ABFP®, FPQP®
Accredited Behavioral Finance Professional™, Financial Paraplanner Qualified 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...
Addison McMillen
Tax Client Services Associate
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 bookkeepingA graduate...