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Team photo

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Our advisors

Patrick Cummings

CFP®, CRPC, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patrick Cummings Visit Patrick Cummings's website

Malin Tate

Registered Practice Associate

Learn more about Malin Tate Visit Malin Tate's website


Our team

Dena Percer

Dena Percer

Client Service Coordinator

William Miller

William Miller

Registered Client Service Associate

Qualifications

    • B/S in Finance with a specialization in Economics from The University of Alabama Culverhouse College of Commerce
    • FINRA Series 7 - General Securities Representative Examination
    • FINRA Series 66 - Uniform Combined State Law Examination
    • FINRA SIE - Securities Industry Essentials Examination
    • FINRA Series 99 - Operations Professional Examination

Roles & Responsibilities

  • Money Movement
  • Retirement Services
  • Client Coordination
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