The Sum

Brady Cox is a CFP® and Series 65-registered financial advisor at The Sum with two years of industry experience. Prior to joining The Sum, he held roles at Baker Hughes and Mercy Ships. He also manages The Sum Prep, LLC, a tax preparation business serving select clients. The Sum serves individual and high-net-worth clients as well as businesses, providing discretionary portfolio management combined with comprehensive financial planning. The firm employs a modern portfolio theory approach focused on passive investments, with portfolios managed on a discretionary basis to align with client risk tolerance, tax considerations, and time horizon.

Mckenna Dehn is a financial advisor at The Sum with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining The Sum, Dehn worked at Fidelity Investments and held various roles in both financial and non-financial sectors. The Sum serves individual, high-net-worth, and business clients by providing discretionary portfolio management combined with comprehensive financial planning. The firm follows a passive investment approach based on modern portfolio theory, focusing on index mutual funds and ETFs, and employs a flat fee model for its services.

Robert Bard is a CFP® with 27 years of industry experience, currently serving as an advisor at The Sum in The Woodlands, TX. He previously worked at Fidelity Investments from 2000 to 2021 before joining The Sum. In addition to his advisory role, Bard manages a tax preparation business, The Sum Prep, LLC, where he prepares tax returns for select clients during tax season. The Sum serves individual and high-net-worth clients as well as businesses, providing discretionary portfolio management combined with comprehensive financial planning. The firm emphasizes passive investment vehicles and asset allocation guided by modern portfolio theory, managing portfolios on a discretionary basis while considering tax implications, time horizon, and risk tolerance.

Christopher Melber is a CFP® with 13 years of industry experience, currently serving at The Sum in The Woodlands, TX. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is also the manager and tax preparer for The Sum Prep, LLC, a tax preparation business operating seasonally from February through April. The Sum serves individual and high-net-worth clients as well as businesses, providing discretionary portfolio management combined with comprehensive financial planning. The firm employs a modern portfolio theory approach with an emphasis on passive investment vehicles and manages portfolios on a discretionary basis tailored to client risk tolerance, tax considerations, and time horizon.

Casey Mack is a CFP® with 15 years of industry experience, currently serving at The Sum since 2024. Prior to joining The Sum, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2012 to 2024. The Sum serves individual and high-net-worth clients as well as businesses, providing discretionary portfolio management combined with comprehensive financial planning. The firm emphasizes a passive investment approach guided by modern portfolio theory and asset allocation, managing portfolios on a discretionary basis with consideration for tax, time horizon, and client risk tolerance.

Thomas Dunaway III is a CFP® professional with 16 years of industry experience. He is currently with The Sum, a team-based firm in The Woodlands, TX, and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. The Sum serves individual and high-net-worth clients as well as businesses, providing discretionary portfolio management combined with comprehensive financial planning. The firm’s investment approach emphasizes passive vehicles and asset allocation guided by modern portfolio theory, with ongoing plan implementation and monitoring.

Paul Rahn Jr. is a CFP® professional with 17 years of industry experience, currently serving at The Sum in The Woodlands, TX. His prior experience includes nine years at Fidelity Brokerage Services. In addition to his advisory role, he manages a tax preparation business, The Sum Prep, LLC, focusing on preparing tax returns for select clients during tax season. The Sum serves individual, high-net-worth clients, and businesses by providing discretionary portfolio management combined with comprehensive financial planning. The firm employs a modern portfolio theory approach with an emphasis on passive investment vehicles and manages portfolios on a discretionary basis aligned with client-specific factors such as tax considerations and risk tolerance.