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


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