Craig R.. Dumas, ChFC®, CFP®
Chief Operating Officer & Chief Compliance Officer
Delivering Exceptional Client Service ...
Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.
- Over 20 years of experience assisting clients with their financial needs.
- Oversees operations, training, major projects and administration.
- Chartered Financial Consultant
- Certified Financial Planner