Jeffrey D. Cummins,CPA,MBA,CFP® in

Jeffrey D. Cummins,CPA,MBA,CFP®

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CERTIFIED FINANCIAL PLANNER™, Managing Partner of Spectrum Wealth Strategies at Spectrum Wealth Strategies
📍 Dallas, Texas, United States

Jeffrey D. Cummins is the Managing Partner and a CERTIFIED FINANCIAL PLANNER™ at Spectrum Wealth Strategies. A graduate of Baylor Universitys Hankamer School of Business with both a BBA and an MBA, he started his career as a CPA at PricewaterhouseCoopers, auditing major publicly-held companies.

A native of North Dallas, Jeffrey lives there with his wife and three sons. He is an active member of the Watermark Community Church and spends his time coaching his sons sports teams. In his personal time, he is also an avid golfer.

He has been named a Five Star Wealth Manager for nine consecutive years (2015-2024).

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Experience
25 Years
Current Role
CERTIFIED FINANCIAL PLANNER™, Managing Partner of Spectrum Wealth Strategies
Location
Dallas, Texas, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Comprehensive Financial Planning
His professional focus is on analyzing clients' financial situations to identify goals, concerns, and potential gaps, and then offering tailored solutions.
Investment Strategies
He regularly shares market analysis and insights from investment experts, indicating a focus on keeping clients informed about market trends and opportunities.
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Career

Work history

1-2002
CERTIFIED FINANCIAL PLANNER™, Managing Partner of Spectrum Wealth Strategies
Spectrum Wealth Strategies
1-2000 - 12-2001
CPA- Senior Auditor
PricewaterhouseCoopers LLP
In the press

Media appearances

Jeffrey D. Cummins - Spectrum Wealth Strategies. Featured in Spectrum Wealth Strategies (company website)
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Securing your future starts with strategies for maximizing what you make today. Featured in Facebook (Spectrum Wealth Strategies)
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Education
1998 - 1999
MBA
Baylor University - Hankamer School of Business
1994 - 1998
BBA
Baylor University - Hankamer School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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