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Instantly download this 10-page guide to discover:MEET THE TEAM
The team behind Big Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Glenn P. Cummings President, Licensed Insurance Agent by the Florida Dept of Insurance, Investment Adviser Representative
Glenn Cummings has been in the insurance industry for more than 25 years in addition he has held licenses in the Finance Industry for more than 5 years.
Glenn founded Big Financial Services so he and his wife, Paula, could remain independent. He explains, “Because we’re not captive to a big-name money management corporation who dictates products, we have the advantage of being able to choose the best products based on your needs — not the bottom line of an investment company."
Glenn’s focus is working with retirees, and those about to retire, who want to help protect their investments from downside risk. His strategy in terms of retirement planning is to manage investments and assets so that longevity risk, or the risk of running out of money during retirement, is mitigated for his clients. And of course, tax planning, estate planning and Social Security planning all factor into his holistic approach.
Paula Cummings Vice President, Director of Operations
Although Paula Cummings is well-versed in finance, insurance and mortgages, she decided to take on the role of primary administrator at Big Financial Services to strive to provide excellent customer service.
“My prior background gives me a great working knowledge of financial fundamentals, which helps me process requests quicker," Paula says. "I know which questions to refer to others and which ones I can answer myself.”
A former Registered Diagnostic Medical Sonographer (RDMS), Paula found her true calling when she began working in the financial services industry in 1991. She went to work for HSBC/HFC Mortgage Services where, as branch manager, she led her branch to No. 1 out of 1,500 offices. She and Glenn decided to leverage her skills and abilities to formally augment their own firm, and in 2000, Paula joined the business then known as Cummings Financial Services.
Lauren HeflinProcessing Specialist
Lauren was born in Tampa, but spent most of her childhood growing up in Park City, Utah. She joined Big Financial in January of 2020, but has been in the industry for 9 years. Her duties include servicing clients to assure their accounts are being handled with care and accuracy, and providing operational and administrative support to the company’s agents and advisors to maintain client satisfaction. She holds her Florida 2-15 Insurance license. She uses her creativity and organization to bring fresh ideas and new methods to the table, all while bringing a positive impact to the workplace.
In her spare time she enjoys traveling, cooking, and spending time with family and friends.
Dee Lacey
Client Coordinator
Cate Chatman
Administrative Assistant
Lakeland Office
Russell Mercier
Investment Adviser Representative
Licensed Agent
Ryan Bates
Investment Adviser Representative
Licensed Agent
Nathan Harris
Licensed Agent
Licensed Insurance Agent
by the Florida Dept of Insurance
Licensed Insurance Agent
by the Florida Dept of Insurance
Licensed Insurance Agent
by the Florida Dept of Insurance
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
