Erica L. Cummings, CFP®

Senior Vice President - Branch Director, Senior Consulting Group

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Lynne Stella

Senior Registered Client Associate


Guiding principles:

  • Establish life-long relationships based on trust, mutual understanding and friendship
  • Develop financial plans that integrate sound wealth management strategies with tailored recommendations unique to the our clients and their families
  • Extend our gratitude by delivering exceptional standards of care and service
  • Encourage education as the key to financial wellness
  • Give back to both our community, and the organizations that have deep meaning to our clients, through sponsorship and volunteerism


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.


Wealth Management Consultant


Trust Consultant


Wealth Management Banker


Wealth Strategist


Wealth Planning Associate


Insurance and Annuity Consultant

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