The Harmony Financial Wellness Group - RBC Wealth Management

Erica L. Cummings, CFP®

Senior Vice President - Branch Director, Senior Portfolio Director 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.

Leah Wetzel

Wealth Management Consultant

Leah spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Leah works diligently to address clients’ unique situations.

Tom Nagle

Trust Consultant

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

John Panter

Wealth Management Banker

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Allison Small

Wealth Planning Associate

Allison's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Allison assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Jerry Moran

Insurance and Annuity Consultant

As an insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

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