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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
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