Consultant's Round Table
Friday September 10, 2021 7:45-9:00 a.m.
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Learn How to Create Your Financial Roadmap
Saving More.....How Much.....And How To

Learn from our Expert
Jeff Cummins, CPA, CFP
Certified Financial Planner™ Professional, Founder

Jeff started his career as an Auditor with PricewaterhouseCoopers in 2000 and received his CPA certification in 2001. He then joined Spectrum Financial Group in 2002 after obtaining his NASD Series 7 (General Securities), Group 1 (Life and Health Insurance), and NASD Series 66 licenses (Fee-Based Financial Planning).

In 2003 Jeff received Spectrum Financial Group’s “New Advisor of the Year” agency award. He was also named to the Freshman Five listing by Mass Mutual Financial Group, which recognizes its top five new advisors in the country. In addition, he was named to National Register’s “Who’s Who in Executives and Professionals.”
  • In 2008, Jeff obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
  • In 2012, he was named Spectrum’s “Advisor of the Year” and received his first of multiple “Five Star Wealth Manager” awards. **
  • In 2018, Jeff founded Top Flight Wealth Strategies.

 He holds a BBA in Accounting and an MBA from Baylor.
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Consult-Con 2021
Virtual Conference
November 5-6, 2021
Recharge, Rebalance, Reset
Consult-Con is the annual conference of the Institute of Management Consultants USA (IMC USA). Early bird pricing now, through August 31st.