Patricia Kummer, CFP^®

Designations and Licenses

Pat is a CERTIFIED FINANCIAL PLANNER™ professional.  

Experience and Education

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

Prior to joining Mariner Wealth Advisors, she was the founder of Kummer Financial Services (KFS). Mariner Wealth Advisors acquired KFS in 2018.

Pat has a bachelor’s degree in business. She is active in the Financial Planning Association, having served on the board for eight years including as president and chairman. She enjoys mentoring new advisors.

Accolades

Pat currently writes a finance column in the Highlands Ranch Herald and Lone Tree papers. Pat was named to Forbes’ Top Women Wealth Advisors Best-in-State for Colorado, ranking #5 in 2023 and #4 in 2022. She also was named to the 2022 Forbes’ Best-In-State Wealth Advisors in Colorado, ranking #20.

Personal Interests

She spends her free time with her children and grandchildren, skiing, biking, hiking and boating. She and her husband are strong supporters of clean water projects in third-world countries and avid supporters of the Alzheimer’s Association. They donate 100 new warm coats to Coats for Colorado every year, totaling more than 1,500 coats so far. She is also a supporter of Domus Pacis and Compassion International.

Pat’s Office

Forbes Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 and 2023 were published in February 2022 and February 2023 and were based on September 30th data, including 1- and 5-year periods. 

Forbes Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 were published in April 2022 and were based on June 30th data, including 1- and 5-year periods. 

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