Erica L. Cummings, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

585-423-2141
Email | |

Lynne Stella

Senior Registered Client Associate

585-423-2128

Guiding principles:

Purpose: This is our life’s work. We cherish the life-long relationships we share with our clients, the mutual understanding and friendship.

Optimism: We are optimistic about making life better for each client and honest about the steps needed to get there. We have faith in what is possible, are skeptical of short-term promises, and realistic about the future.

Integrity: We operate where personal ethics meets technical sophistication. We make unbiased, objective recommendations based on your goals and with only your best interest in mind.

Expertise: With over 50 years of combined experience and holding the CFP® designation, we focus on meeting the complex needs of financially successful families.

Collaboration: We work closely with a vast network of professional advisors that help us provide more advanced wealth management strategies. More importantly, they share our commitment to you as advocates for your goals.

Education: We put choice back in your hands and ensure that you understand every step that is involved in taking your long-term goals from dream to reality.

 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Trust Consultant


advisor

Wealth Management Banker


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Wealth Strategist


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Wealth Planning Associate


advisor

Insurance and Annuity Consultant


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