Team

I’m Gregg Cummings, a Financial Planner and Qualified Plan Consultant. When I opened my own firm in 2011, I had one mission in mind: to deliver dedicated retirement plan consulting and wealth management services to clients nationwide. I wanted to be truly free from product pressure and that’s why I chose to partner with LPL Financial—the largest independent broker-dealer in the nation*.

Whether you’re an individual who needs guidance with financial planning or a business who wants to offer fiduciary focused retirement benefits to its employees, my desire to serve my clients is my passion. 

Before starting my own firm, I worked in the private sector from small to large corporations doing publishing, software, and communications. My time in the private sector gave me invaluable insight into the unique retirement plan needs of businesses and employees at their different stages of growth and planning needs.

I was drawn to financial planning because I wanted to assist people through the various stages of life and assist with their financial journey. On a personal note, I’ve watched to many people make uninformed decisions or chase investment returns without really knowing what they are trying to accomplish. I listen and then help you plan the course. I have earned my Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) designations.

When I’m not serving clients, I enjoy traveling with my wife, Sheri, or taking our adorable dog, Maui, for walks. I also enjoy staying active outdoors through cycling, swimming, and hiking. I’m also passionate about my faith and regularly volunteer at our church and in our local community 

To learn more about us, visit our Missions page.