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About Lumsden McCormick Financial Services

The pursuit of financial success is shared by individuals and business owners alike. When you reach this point, you deserve the peace of mind that your needs are being handled with a strategy that assists you in reaching your financial and investment goals.

At Lumsden & McCormick Financial Services, LLC, we will discuss your investment goals and offer you individualized guidance that empowers you to make confident financial choices that address your personal and business situation. These strategies are designed to help you maximize your wealth, protect and preserve that wealth, and successfully transfer your wealth to the individuals and institutions important to secure your legacy.

Since 2001, Lumsden McCormick Financial Services has been committed to serve as a resource offering wealth care for individuals, businesses, and institutions. We are ready to help you address every key element of your financial plan.

Whether you are planning for yourself, your family, or your business, we take a personal interest in helping you live for today while planning for your future. Through an ongoing consultative approach, we make every effort to get to know you and the changes in your life to build a plan that adjusts to meet your needs with every life event.

Our mission at Lumsden McCormick Financial Services is to guide you in developing a comprehensive personalized wealth care plan that empowers you to make confident financial decisions. Our professional services are based on a keen understanding of your goals and needs, the type of understanding that only comes from a trusted professional relationship. 

Lumsden & McCormick Financial Services, LLC is a wholly-owned subsidiary of Lumsden & McCormick, LLP, Certified Public Accountants.

Why Work Together

Why Work Together

Your financial situation is unique and often complex. From tax planning to insurance, income planning to retirement planning, and beyond, there are numerous decisions to make. With Lumsden McCormick, you will find a team of financial advisors who strive to serve you with excellence. The expertise held by each member of our financial services team allows us to offer comprehensive advice. With our backgrounds and experience, we understand how certain financial decisions can positively or adversely affect your taxes and overall wealth goals. You can expect custom, holistic solutions that fit your entire financial situation. Partnering with Lumsden McCormick Financial Services will help you accomplish three main goals: • Maximize your wealth and enhance cash flow • Protect and preserve your assets • Successfully transfer your legacy to heirs, chosen beneficiaries, and charities From the moment you our introduced to our team, Lumsden McCormick Financial Services will be committed to getting to know you, your goals, and how you would like to reach them. Our team is dedicated to understanding your current situation in order to deliver tailored solutions that suit you now and throughout your financial life.

About Avantax Wealth Management℠

About Avantax Wealth Management℠

Avantax Wealth Management℠ (which comprises Blucora’s Wealth Management business and includes HD Vest and 1st Global) offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across our clients’ financial lifecycles to deliver optimal returns.

About Blucora
Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.  Our products and services in tax preparation and wealth management, through TaxAct and Avantax™ Wealth Management, respectively, help consumers manage their financial lives.  TaxAct is an affordable digital tax preparation solution for individuals, business owners, and tax professionals.  Avantax™ Wealth Management offers a tax-advantaged approach for comprehensive financial planning to its independent network of wealth management professionals.  For more information on Blucora or its businesses, please visit www.blucora.com.

Meet the Team

Meet the Team

Timothy Bubar

Timothy J. Bubar, CPA

Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Director of Wealth Management
Sara Dayton

Sara M. Dayton, CPA

Brian Kern

Brian J. Kern, CPA

Claire McNamara

Claire M. McNamara

Michē Needham

Michē C. Needham, CPA

David Schlein

David A. Schlein, CPA

Douglas Sosnowski

Douglas P. Sosnowski, CPA/ABV, ASA, CFF

Courtland Van Deusen V

Courtland "Cory" Van Deusen V, CPA

We're Making a Difference

We're Making a Difference

To facilitate philanthropic opportunities for staff, Lumsden McCormick established the “Making A Difference” (MAD) Committee in 2012. As an employee-driven initiative, the MAD Committee plans and hosts “MAD Days” throughout the year based on suggestions from the Firm. While the committee plans the events, all staff participate in the fundraising and volunteer outings. MAD Days range from monetary donations to item collection drives to community-based volunteer experiences.


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