Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
J. David Cummings
Managing Partner, Employee Benefits/401K
J. David Cummings is a Financial Advisor at LPL Financial. With more than 25 years of Experience. He works with all types of Investments: Stocks, Bonds, Options, Mutual Funds, Alternative Investments, as well as Insurance products:...
Steven R. Allison
Managing Partner, Business Exit Strategies
30+ years of experience in the financial services industry Series 6, 7, 63, and 65 securities licenses Member, National Association of Insurance and Financial Advisors Professional Member, The ESOP Association Steve specializes in...