Patricia Kummer, CFP Managing Partner,

Pat Kummer, CFP®

Managing Director

Highlands Ranch, CO

Pat strives to provide her clients objective, unbiased insight into the areas of financial decision-making. She specializes in the planning process and only then helps a client select the appropriate investment vehicle to match their financial goals. She works with small business owners, estates, families and anyone committed to improving their financial situation.

Pat served as a past-president to the Colorado Financial Planners Association and currently writes a finance column in the Highlands Ranch Herald and Lone Tree papers. Pat is a CERTIFIED FINANCIAL PLANNER professional and has a Bachelor of Science degree in Business.