CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Relations Specialist
Job Titles:
- Investment Advisor
- Representative
- Wealth and Tax Advisor
Job Titles:
- Wealth and Tax Advisor ( 678 ) 581 - 3292 ( 678 ) 581 - 3607
Gary joined Cumberland Financial Group, Inc. in 2008. He is a graduate of the State University of New York at Plattsburgh with a degree in Accounting.
Gary is a Registered Representative, Advisory Licensed, a Charted Financial Consultant (ChFC) and an Enrolled Agent. He enjoys reading and gardening.
Job Titles:
- Client Relations Specialist
Job Titles:
- Client Relations Specialist
Nicki first got her start in the financial industry 3yrs ago when she started working for Morgan Stanley. Her two chihuahua's Posh & Brinx have a special place in her heart! She enjoys singing and songwriting in her spare time, while furthering her knowledge in the securities industry.
Job Titles:
- President, Wealth and Tax Advisor