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Craig R. Dumas, ChFC, CFP

Chief Operating Officer & Chief Compliance Officer

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David Wray, CFA

Chief Investment Officer

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G. Dean Goodwin, CLU, AEP®

Consultant at KLR Insurance Advisors, LLC

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John S. Renza, III. J.D., MBA

Portfolio Manager

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June Landry

Partner, Chief Marketing Officer

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Melissa A. Sommer, CFA, CPA

Darwin Trust Company, Co-founder, Chief Executive Officer & President

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Michael J. Auger, CEPA®

Wealth Advisor

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Peri Ann Aptaker, Esq., CPA/PFS, CFP

Managing Director

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