Sorry for my delay in responding or providing any additional info. I've been sick. Darn flu got me. Anyway.....
I'm marking your last pick(match response as the correct answer. It does indeed work as expected other than the SAN amount I get, but that's because of my data model. I switched a couple of fields to a different table and while I'm still not getting exactly what I'm expecting, I do get what that table has for a sum. I'll work on the data model separately.
As always, thank you very much for your help. I greatly appreciate it as always.
