Craig R. Dumas, ChFC, CFP
Chief Operating Officer & Chief Compliance Officer
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