Mark Thomas Sumsion

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1989 → 12/2024
  Strategis Financial Group, Inc.
  Orem, UT
• 01/2012 → 05/2017
  First Western Advisors
  Holladay, UT
• 01/2004 → Present
  Jigzy Enterprise, Llc
  Provo, UT
• 05/2008 → 04/2024
  Strategis Financial Group, Inc. Dba Strategis Insurance Group
  Provo, UT
• 02/2011 → 06/2017
  Motopro Auto Brokers, Clc
  Provo, UT
• 04/2024 → Present
  Blue Barn Wealth, Llc
  Orem, UT
• 04/2024 → Present
  Mark Sumsion, Sole Proprietor
  Orem, UT
• 12/1989 → 09/2024
  Strategis Financial Group, Inc.
  Orem, UT
• 03/2026 → Present
  Savvy
  Orem, UT

Previous Registrations

• 1991-12-30 → 2024-09-30
  Strategis Financial Group, Inc
  Provo, UT
  Orem, UT
  Orem, UT

Other Businesses

(1) JIGZY ENTERPRISES, LLC; No; Provo, UT; Owner/ Manager; 01/2004; Less than 4 HRS/ MO; 0/ Security hours; Share in rental proceeds and appreciation when sold. Duties include rent/repair/purchase apartments. (2) Mark Sumsion, Sole Proprietor; Yes; Orem, UT; Fixed Insurance Sales; Insurance Agent; Started 04/2024; Does not intend to sell any insurance products. (3) Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 03/18/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-12-19
• S63 Uniform Securities Agent State Law Examination
  1988-03-29