No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Brendan P. Flaherty, CFP®, CIMA
Complex Manager / Senior Vice President / Wealth Management, Financial Advisor
Brendan Flaherty began his career in the financial services industry in 2004, joining Janney in 2017. Flaherty is a Certified Financial Planner™ (CFP®) professional and Certified Investment Management Analyst® (CIMA®) who focuses on investment management and financial planning for the team’s clients. In addition to servicing my clients, I am responsible for finding quality advisors to add to my team of investment professionals.
Outside of the office, Flaherty is Program Director of Bryant University’s CFP® program as well as Professor of Finance in the undergraduate program. He also served as Chairman of the Financial Planning Association of Rhode Island.
He and his wife, Susan, live in Warwick, Rhode Island, with their children Kelsea and Aidan.
Sandra Cummings, CFP®
Sandra Cummings has worked in the financial services industry since 2005. Driven by a commitment to provide a personalized customer experience in a small firm environment, she joined Janney Montgomery Scott in 2017. Prior to Janney, she worked with Bank of America/Merrill Lynch from 2006-2017, after spending a year at Morgan Stanley.
She graduated from University of Las Vegas with a Bachelor of the Arts in Communications and Marketing. She achieved the designation of Certified Financial Planner™(CFP®) professional; having met rigorous educational and professional standards and is a Licensed Insurance Agent and is also Series 7 and 66 licensed.
Sandra believes that having a team approach assures that someone is always available to assist clients with all of their needs. She and her team provide responsive and attentive service to each client, offering guidance and objective advice. Sandra strives to ensure that her clients fully understand all of their options before making decisions.
Sandra practices a mission driven philosophy. She enjoys working closely with clients to get to know their important goals, to help create financial plans that align with their values and needs for the future. She prides herself by putting the client first, ensuring they feel confident with the advice she provides.
In her free time, Sandra enjoys gardening and spending time with her family. Sandra lives in Riverside with her husband, Philip.
Susan F. Beard
Senior Registered PCA
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.