About Us

Craig R.. Dumas, ChFC®, CFP®

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.