Strategic Financial Services, LLC

Melissa L. Cummings

Client Relationship Manager
Alan R. Leist Planning Group, Inc.

Email: mcummings@investstrategic.com

Education, Experience and Community Service

Former Corporate Finance Manager for a local telephone company; 9+ years with the financial, managerial and operational issues of the organization
1998 graduate of the SUNY Institute of Technology with a Bachelor of Science degree in Business Administration and Accounting
Current member of the Board of Directors for the Utica Industrial Development Corporation
Past member of the Mohawk Valley Chamber of Commerce Small Business Council
Past member of the United Way of Greater Utica's Allocations Committee
2003 graduate of the Leadership Mohawk Valley program
2003 winner of the YWCA of the Mohawk Valley "Salute to Outstanding Women" - awarded in the area of Business and Industry

"I joined Strategic in 2007 to pursue a career in the financial services sector. I chose Strategic for the same reasons many of our clients do; their uniqueness. We are small enough to offer customized solutions to satisfy each individual client's investment needs, yet we possess the professional strength offered by larger investment firms.

In most firms, financial planning, research and investment expertise are many layers removed from the client. At Strategic we place expert knowledge and executive talent on the front line with our clients. With customized financial planning and individually-tailored investment strategies, we gauge our success one client at a time."