Meet our Team

Meet our Team

Our mission at Cummings Wealth Management Group is to deliver a Four Season's experience with FedEx efficiency.

103 Years    Over   300  Million

Bobby Cummings, CFP® , AIF®*, CPFA, CFBS

President

Bobby Cummings is the president of Cummings Wealth Management Group. He earned the CERTIFIED FINANCIAL PLANNER™ certification, is an Accredited Investment Fiduciary® Designee as well as Certified Plan Fiduciary Advisor. He has been in business since 1990. His focus is providing wealth advisory services to business owners and professionals. Bobby says, "We are committed to helping our clients make smart decisions about their wealth so that it can help them—and their loved ones—lead fulfilling lives." He created "The Beacon Experience™," which is a process that strives to positively impact our clients by tailoring the financial planning process to the individual needs of his clients.

In 2003, Bobby was recognized by the Charleston Regional Business Journal as one of the "Top 40 under 40"1 community business leaders. He is passionate about community service and specifically helping children. His personal fund-raisers have brought in more than $50,000 for various children's charities, such as Christmas Commandos, over the years. He has previously served as a board member for Communities in Schools, the Carolina Youth Development Center, and a past president of the Island Club on Sullivan's Island as well as treasurer for Friends of Sullivan's Island Elementary School, as a Merit Badge Counselor for Boy Scouts Troop 20, and as a Tribe Chief for Y-Princess.

On the weekends you might see Bobby out on the water with his family and friends surfing, fishing, or kayaking. He might also be found out hunting with his Boykin Spaniel, Teal. He lives on Sullivans Island with his wife, Kristin, and their children: Tanner, Keenan, and Banks. Bobby considers them to be his greatest accomplishment.

Forbes Best in State 2022
 

 

 

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*Robert J. Cummings is a Registered Representative and Investment Adviser Representative with/offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

1This list recognizes local, young professionals and is based solely on the opinions of the editors of the Charlston Regional Business Journal. They considered the candidates contributions to their company, impact to the business world, and their community service. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any accounts.

Brian Cummings, CFP®, ChFC®, AEP®

Financial Advisor

Brian Cummings, a Charleston native, has been in banking and financial services for over 20 years.  He has extensive experience in consumer, commercial, and private banking.  His most recent experiences prior to joining Cummings Wealth Management Group in 2019 were serving in financial advisor and private banking roles for regional and community banks.  His educational background includes a bachelor’s degree from the College of Charleston, as well as, attaining the CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant™ and Accredited Estate Planner™ professional designations through course work at the College of Charleston and the American College for Financial Services.  Brian also holds a post-baccalaureate certificate in Taxation from the University of North Carolina at Greensborough, as well as, the Enrolled Agent (EA) designation, the highest credential awarded by the IRS.  When not working, Brian enjoys spending time with his wife Mary, their family, and friends. 

Mary Chapman, CFP®

Director of Financial Planning Services

Mary comes to our team with a diverse background, strong interpersonal skills and she has been on our team for 9 years. Mary has 25 years experience working with global teams including GE, and BMW.  You will most likely be interacting with Mary in your review meetings and as she works with Bobby to build and update your financial plan. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner. She has earned her Master of Science degree in Counseling and her Bachelor of Science degree in Financial Management. Mary also holds her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®). 

She brings her passion of helping people, analytical skills, and diverse background to her role with us. She loves helping people make sense out of complexity and chart a path forward. She's passionate about transforming the complex into simple and accessible steps. 

When not working on finances, you can find Mary, who is a cancer survivor, actively volunteering in our community. She specializes in the arts, crisis counseling, and adult education. Passionate about lifelong learning, she is always working on something. In the last 6 years she completed her yoga teacher certification, became a certified nutritional counselor, completed the Mt Pleasant police citizens academy, several triathlons, and most recently earned the CERTIFIED FINANCIAL PLANNER™ certification. Her next goal is to complete an Ironman.

Erica Wozniak

Director of Client Services

Erica is our Director of Client Services.

A graduate of the University of North Carolina-Wilmington’s Cameron School of Business, Erica has worked in financial services since 1999. Throughout her 22 years of being in financial services she has fulfilled several key roles in the industry including financial advisor, registered sales assistant, and operations associate for leading financial services firms in the industry. 

You will most likely interact with Erica as she helps to guide you through the service transactions, ensure that they are correctly processed and answer any questions throughout the process.

She enjoys the client interaction and strives to make your experience a pleasant and enjoyable process.

Barb Rohde

Director of Operations

Barb is our Director of Operations and she is a relatively new addition to our team. She joined our team in 2020.

She brings with her 25 years experience working in operations and problem solving. Barb is often behind the scenes helping to manage the activities and workflow of our busy team of professionals. She also is our gift-ologist, manages our events, sponsorships, and awards, as well as all vendor relationships.

As defined by the Strategic Coach Unique Ability® 2.0 discovery,  her Unique Ability® is her adeptness at resolving problems and eliminating barriers, coupled with her upbeat and positive personality.

You will most likely be interacting with Barb when you RSVP for our events. 

Jo Lavender

Client Service Associate

Jo is our Client Service Associate and has been with our team for over 5 years.

Bobby met Jo about 20 years ago and was very impressed. He told her when her boss at the time retired, to please call him! Well, she did, and he hired her over the phone.

Jo has more than 30 years’ experience serving clients in our industry.

As defined by the Strategic Coach Unique Ability® 2.0 discovery, her Unique Ability® is in making connections with people and advocating for them on their behalf.

You will most likely be interacting with Jo to help you with all your insurance needs. 

Isabel Byers

Summer Intern

Isabel Byers is a rising senior at the College of Charleston majoring in Accounting and Dance with a minor in Environmental and Sustainability Studies. Izzy enjoys being involved in multiple organizations around campus, and she is currently serving as the Social Media Chair for the Accounting Honors Society: Beta Alpha Psi as well as the Fundraising Chair for Dance Alliance. Following graduation next spring, she would like to continue to advance her business and leadership skills through obtaining her Master’s in Business Administration, while hopefully securing a position at a financial management or an accounting firm. Outside of her internship and her studies, you can find Izzy teaching dance here in Mt. Pleasant and enjoying all things that take place outdoors.

Tony Jost

Summer Intern

Tony is a current undergraduate student at Charleston Southern University working toward a Bachelor’s degree in Marketing, and a minor in Personal Finance.

Tony has five years of customer service and hospitality management experience. He also has earned the key to the town of Mount Pleasant, due to work with the Francis Marion National Forest and the Eagle Scout program.

Gabriella Lehr

Summer Intern

Gabi is thrilled to be interning this summer at Cummings Wealth Management Group! She is a rising junior attending the University of South Carolina in Columbia, South Carolina, double majoring in Finance and Marketing with a minor in Spanish. Born in Wilmington, Delaware but growing up in the Charleston area, Gabi considers herself a “local”! She says, “My love for the beach is more than anything else and I usually spend my free time there! I am also an avid runner and have completed 2 half marathons in the span of 2 years! I think the thing that I am most excited for about this internship is learning how financial planning is done on a day-to-day basis, rather than learning it all from a textbook. Learning is such an influential part of my life and I want to continue it through mentorship from the team at Cummings Wealth Management Group.”

Cameron Akers

Summer Intern

I am originally from Asheville, NC. I am a rising junior at the College of Charleston, majoring in International Business with a minor in Spanish. During my free time I enjoy playing golf, fly fishing and hanging out with friends.