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