11 JAN 2024 / PEOPLE UPDATES

Lumsden McCormick Financial Services Names Jeffrey Budzinski Managing Director

- MYCPE ONE Insights Team

Summary

It is generated by AI

Lumsden McCormick Financial Services has promoted Jeffrey M. Budzinski to Managing Director. Budzinski, who holds over 25 years of experience in the financial services industry along with multiple securities licenses, will be essential for the firm's expansion of its custom advisory and risk mitigation services for affluent clients.

Lumsden McCormick Financial Services has promoted Jeffrey M. Budzinski, CFS®, to Managing Director, recognizing more than 25 years of experience in the financial services industry. A Certified Fund Specialist® with expertise in portfolio modeling, qualified plan design, insurance planning, and cash flow strategy, Budzinski brings both technical depth and strategic foresight to the firm’s wealth advisory offerings.

Budzinski holds multiple securities licenses, including Series 6, 7, and 63, along with life, accident, and health insurance certifications. He integrates modern portfolio theory into his planning to align investment strategies with individual client risk profiles. His leadership will be instrumental as Lumsden McCormick Financial Services continues expanding its customized advisory and risk mitigation services for high-net-worth clients.

A Buffalo native, Budzinski’s interests span high-altitude mountaineering—having summited Kilimanjaro and Rainier—to a passion for Irish and American literature, reinforcing his reputation as both a disciplined strategist and well-rounded advisor.

Until next time…

Don’t forget to share this story on LinkedIn, X and Facebook

📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join

Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!

50 of the Top 200 Accounting Firms trust MYCPE ONE for their team’s learning—why not you? With 15,000+ approved content hours, 500+ emerging subject areas, and automated compliance tracking, staying ahead has never been easier.

We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits.

Schedule a call!

Lumsden McCormick Financial Services Names Jeffrey Budzinski Managing Director

Related Articles