Judianne Cummings is a senior associate in CM Wealth’s operation group and a member of the compliance committee. Judi joined CM Wealth in 2007.

Judi’s focus includes a strong concentration in QuickBooks and financial reporting. She complies data and prepares the SEC Regulatory filings and Corporate Insurance Application. She handles daily transactions as needed for investors as well as gathering and coordinating all tax estimate and extension payments. She prepares specialized reports and client investment reports.

Prior to joining CM Wealth in 2007, Judi spent 20 years in public accounting with various regional accounting firms. Judi received her Associate of Applied Business degree in Accounting from Cuyahoga Community College while raising her family.

In Judi’s free time, she enjoys spending time with family and friends outside by the pool, riding bikes, or reading. She loves to travel and enjoys going on cruises with her husband, Rich.