About Us

AN INTRODUCTION TO OUR FIRM


Cumbie Advisory Services, Inc. is a qualified, independent personal financial planning and investment advisory organization. Our financial planning practitioner qualification derives from the Certified Financial Planner Board of Standards' (CFPBOS) "Four E's" -- Education, Examination, Experience and Ethics. We are active supporters of personal financial planning as a value-adding process and of the emergence of a bona fide new profession from the larger financial services industry. Our investment management consulting credentialing was earned through the Institute for Certified Investment Management Consultants (ICIMC) and is maintained by the successor organization, the Investment Management Consultants Association (IMCA). Vision & Mission Our vision is an unmistakable and exciting image of your life as an increasingly higher quality experience. Our mission is to provide expert financial and investment advisory resources to support you in transforming your vision into reality. Philosophy We believe that consciously arranging and maintaining your personal financial affairs in a manner consistent with your long-term vision fosters peace of mind. The resulting state of increased serenity provides even more space and energy for conscious creative thinking. This "added capacity" will lead you to ever higher levels of personal achievement and growth. We thoroughly enjoy our role in facilitating the accomplishment of all our clients' missions.

ABOUT OUR PLANNING STAFF

Guy M. Cumbie CFP^®, CIMC^®, CIMA^®; President

Mr. Cumbie was born in Fort Worth, Texas in 1953. He received his BS in Economics from the University of Texas at Arlington and began his financial services career in 1983. He is a Certified Financial Planner practitionerand a Certified Investment Management Analyst. Mr. Cumbie is also qualified by training under Title 7, Chapter 154, Texas Civil Practice and Remedies Code for court appointment as a court-appointed mediator. He founded Cumbie Advisory Services in 1988 as a sole proprietorship and incorporated as Cumbie Advisory Services, Inc. in 2006. Mr. Cumbie is the former President (2001) and Chairman (2002) of his national professional association, The Financial Planning Association (FPA).

Shannon M. McCourt Registered Paraplanner

Shannon joined the CAS team in August 2000. With a background in banking and marketing she brings a variety of services to assist with client planning issues. Shannon earned her Registered Paraplanner designation in 2003 and serves as case manager here at Cumbie Advisory Services, Inc. She moved to Fort Worth with her husband and two children in late 1998 and is originally from La Grange, TX.

CFP®CERTIFIED FINANCIAL PLANNER™ and

are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

If after looking around you would like more information, please feel free to send us e-mail or call us.

Cumbie Advisory Services, Inc.
306 W. 7th Street, Suite 442
Fort Worth, TX 76102
Phone: 817.335.1181
Fax: 817.335.1225
Email us

ABOUT OUR PLANNING STAFF


Guy M. Cumbie CFP^®, CIMC^®, CIMA^®; President Mr. Cumbie was born in Fort Worth, Texas in 1953. He received his BS in Economics from the University of Texas at Arlington and began his financial services career in 1983. He is a Certified Financial Planner practitionerand a Certified Investment Management Analyst. Mr. Cumbie is also qualified by training under Title 7, Chapter 154, Texas Civil Practice and Remedies Code for court appointment as a court-appointed mediator. He founded Cumbie Advisory Services in 1988 as a sole proprietorship and incorporated as Cumbie Advisory Services, Inc. in 2006. Mr. Cumbie is the former President (2001) and Chairman (2002) of his national professional association, The Financial Planning Association (FPA). Shannon M. McCourt Registered Paraplanner Shannon joined the CAS team in August 2000. With a background in banking and marketing she brings a variety of services to assist with client planning issues. Shannon earned her Registered Paraplanner designation in 2003 and serves as case manager here at Cumbie Advisory Services, Inc. She moved to Fort Worth with her husband and two children in late 1998 and is originally from La Grange, TX.