Invested in More Than Wealth - Invested in Our Community

A Caring Community Partner

A Caring Community Partner

"I have always felt compelled to help others. Life has brought its share of tragedy, but I am truly overwhelmed by the blessings I've recieved, and I believe we are called to be the hands and the feet of Jesus. For my family, and my team, I set written annual goals for community service, because giving back and helping others is something I believe is deeply important. Financial donations matter and are often needed, but time is our most valuable resource and there is something uniquely powerful about giving it. Perhaps most of all, as a father, I feel one of my greatest responsibilties is to demonstrate, and instill in my children, a genuine desire to help others."

Bobby Cummings, President

Recent Community Involvement Highlights

Lowcountry Orphan Relief

Lowcountry Orphan Relief


American Red Cross

American Red Cross


Ronald McDonald House Charities

Ronald McDonald House Charities


Windwood Farm Home for Children

Windwood Farm Home for Children


Hurricane Relief 2018

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"Giving back to our community is crucial because, as good stewards, we're called to intentionally enhance every resource entrusted to us - our time, our talents, and our treasure - for external impact." - Mary, COO & Director of Financial Planning Services

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"Volunteering strengthens our connections and creates meaningful impact." - Terri, Director of New Accounts and Service

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Have a question about our upcoming community events? Message us here!

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