Sumer Rose-Nolen is a Financial Services Professional who focuses on working with affluent business owners, physicians and independent professionals on retirement planning, tax mitigation, estate and advanced business planning.
Sumer is proud to be a Registered Representative with NYLIFE Securities and an Agent of New York Life Insurance Company. As a financial professional, Sumer provides clients with an integrated financial and insurance strategy focused on maximizing value over the course of their lifetime. Sumer enjoys helping clients meet their financial goals.
Sumer was recently recognized to New York Life’s 2017 Executive Council, which is an annual recognition of progress based on production. Sumer is a member of NAIFA, the National Association of Insurance and Financial Advisors. As such, she demonstrates exceptional professional knowledge, strict ethical conduct and outstanding client service. She is the Vice President for the Southern New Mexico Estate Planning Council, and works closely with other professionals in our area to best serve mutual clients and their varying needs.
Sumer is an active member of Las Cruces and takes pleasure in her volunteer and philanthropic work. Her goal is to have a positive impact on our community and its members. As Chair for the Las Cruces Young Professionals she organizes networking and education events to encourage business and professional development in our area. And through Revolution 120, Sumer works to help those experiencing immediate need through the gifting of goods and services.
Sumer was born in Gulfport, MS but has called Las Cruces home since 2005. Sumer is a graduate of The University of Mississippi with a B.A. in Journalism. She is married to husband, Michael and is the proud mother to Jack, 14 and Jase, 5.