Patricia Kummer, CFP®

Managing Director & Senior Wealth Advisor

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

In 2022, Pat ranked #4 on Forbes’ Top Women Wealth Advisors Best-in-State list for Colorado and #20 on the Forbes’ Best-In-State Wealth Advisors in Colorado. In addition, she was ranked #5 in Colorado (#128 overall) on Forbes’ 2021 Top Women Wealth Advisors list. She currently writes a finance column in the Highlands Ranch Herald and Lone Tree papers.

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

Best-In-State: 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.

Top Women Wealth Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2022 were published in March 2021 and February 2022 and were based on September 30th data, including 1- and 5-year periods.

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