December 27, 2017 – OnMark Asset Management, a boutique investment management and financial planning firm, proudly announces that Justin M. Sumner, CFS®, RFC®, is now affiliated with OnMark Asset Management, LLC.
“OnMark’s systematic process is the gateway for investors to obtain financial planning and guidance that is tailored to their future needs and objectives. We are delighted to connect with Justin Sumner, as he is a brilliant fit for OnMark’s distinctive planning and management style,” said Damon S. Winter, LUTCF®, CFS®, FSCP®, RFC® co-founder of Onmark.
OnMark is an established firm in the financial services profession, utilizing a thoughtful approach by first building holistic, personalized financial plans; thereafter managing investment assets in order to complement their client’s financial plans.
Joining OnMark, Sumner is positioned to provide expanded client services, such as the Elite Client App, first-class access to integrated technology, as well as a new, subscription-based financial planning model.
Based in Lake Oswego, Oregon, OnMark team members are strong advocates of providing investment and planning education to individuals, families and small businesses. Their belief is that when clients are better informed, better financial decisions will follow. Justin Sumner and Damon Winter offer securities and advisory services through KMS Financial Services, Inc., member FINRA/SIPC.