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Article: Wisconsin adviser takes on a new challenge; Moves to expand $300M planning firm into wealth management.(News)
- Article from:
- Investment News
- Article date:
- September 1, 2003
CopyrightCOPYRIGHT 2003 Crain Communications, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Byline: Brooke Southall
Vern Sumnicht is a one-man wrecking machine, according to those who know him best.
He wears them out with his blizzard of ideas about wealth management.
It's no coincidence, friends and colleagues say, that he single-handedly built Sumnicht & Associates of Appleton, Wis., into a complex financial planning firm with $300 million in assets.
With no professional staff until just this year, Mr. Sumnicht has pocketed the more than $1.2 million the business has thrown off annually in recent years.
His vision and energy are hard to match. Mr. Sumnicht's days often stretch from 4 a.m. to midnight, and he's ...