We’re excited to welcome all First Foundation Bank customers to Sunflower Bank’s accounts and services. Please access online banking portals through the Login box. For helpful information, please visit SunflowerBank.com/MergerUpdates.
Jennifer Cagle, CFP®
Senior Managing Director, Wealth Management
Jennifer Cagle is a seasoned investment professional with more than three decades of experience guiding high-net-worth individuals and families through complex financial decisions. As Senior Managing Director at FirstSun Advisors, she oversees $1 billion in assets, designing and managing customized investment portfolios while delivering a comprehensive suite of tailored wealth management solutions.
Known for her thoughtful, client-centric approach, Jennifer partners closely with clients to define long-term objectives, evaluate risk, and implement disciplined strategies to preserve and grow wealth across generations. Her ability to translate complex financial concepts into clear, actionable plans has made her a trusted advisor to clients navigating pivotal life and financial transitions.
Jennifer is a Certified Financial Planner (CFP®) and is deeply engaged in the broader financial community. She maintains active membership in leading professional organizations, including the Financial Planning Association (FPA) and the Chartered Financial Analyst (CFA®) Institute. These affiliations underscore her commitment to maintaining the highest standards of knowledge, ethics, and client service.
Jennifer is the founding chair of Women United, a philanthropic network of more than 150 women who contribute time and resources annually through Orange County United Way.
She earned her Bachelor of Arts degree from the University of Arizona and completed the Personal Financial Planning Program at the University of California, Irvine. She is also a Certified Financial Divorce Practitioner®, equipping her with specialized expertise to support individuals through marital transitions.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.