Cummings & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


close

Team photo for Cummings & Associates
Team photo for Cummings & Associates

View Larger


Advisors

Patrick Cummings

CFP®, CRPC, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patrick Cummings's website

Malin Tate

Registered Practice Associate

Visit Malin Tate's website


Team

Kelly Baker

Client Service Coordinator

Qualifications

Roles & Responsibilities

  • Calendar management
  • Client correspondence
  • Other administrative support
View more