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Craig R. Dumas, ChFC, CFP

Chief Operating Officer & Chief Compliance Officer

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G. Dean Goodwin, CLU, AEP®

Consultant at KLR Insurance Advisors, LLC

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June Landry

Partner, Chief Marketing Officer

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Matthew Glynn

Partner, Director of Risk Management Services

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Melissa A. Sommer, CFA, CPA

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

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Michael A. Trotter

Chief Investment Officer

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Nathan C. Goodwin

Portfolio Manager

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

Managing Director

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