Stephanie Cumming

I am passionate about equipping each client with the advice and strategies needed to succeed financially so that they can achieve the life they want and ultimately fulfill their purpose – whatever that may be.

When my son was growing up, I taught him how to budget and set goals because those lessons weren't being covered in school. Doing so ignited my passion for spreading the message of financial literacy, especially to young people. I consider it my legacy; in other words, it's my "why." Because I have a clear sense of my own purpose, it's paramount that I learn...