Peri Ann Aptaker, Esq., CPA, CFP®

Managing Director

paptaker@klrwealth.com

Matthew Glynn

Partner, Director of Risk Management Services

mglynn@klrwealth.com

Craig R. Dumas, ChFC, CFP

Wealth Management Advisor

cdumas@klrwealth.com

Heather P. Tingle

Client Service Associate

htingle@klrwealth.com

June Landry

Partner, Chief Marketing Officer

jlandry@klrwealth.com

Melissa A. Sommer, CFA, CPA

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

msommer@darwintrust.com

Michael McIntosh, CFA, CAIA

Director of Investment Strategy

mmcintosh@klrwealth.com

Nathan C. Goodwin

Manager of Operations and Platforms

ngoodwin@klrwealth.com

Steven T. Dean

Chief Compliance Officer

sdean@klrwealth.com