HomeTeam MemberRose Cummins

Rose Cummins

Rose joined the Boulay Financial Advisors, LLC team in 2024. Her passion for wealth management stems from the opportunity to serve clients’ holistic needs so they can achieve their personal and financial goals. Rose supports the wealth management team with tax, estate, risk and retirement planning as well as other areas of financial management. She enjoys creating genuine relationships with clients and the opportunity to make real, positive impacts on their lives. Rose believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

INVOLVEMENT

  • Beta Gamma Sigma – Member
  • Notre Dame Sailing Club — Alumni, former Vice Commodore Fall 2022, Alumni Chair 2023-2024
  • de Nicola Center for Ethics and Culture – former Fellow

EDUCATION

  • University of Notre Dame — B.A. Finance, Supplemental Major in Theology, Summa Cum Laude
  • Series 65 Registered

PERSONAL INTERESTS

  • Sailing
  • Traveling
  • Photography
  • Reading

FAVORITE BOOK

  • Man’s Search for Meaning by Viktor Frankl

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.