Built on Relationships,
Driven by Trust
At the heart of our business is a simple belief: strong relationships are the foundation of lasting success.
That is why our team is fully committed to building meaningful, lasting relationships with every client. From our first conversation to each step along your financial journey, we strive to deliver an experience that gives you confidence and clarity.
Each member of our team is dedicated to delivering the highest level of service. Whether it’s a phone call, email, or meeting, our commitment is to address your needs promptly and directly. When you work with us, you are more than a client, you're part of a relationship built on respect, transparency, and a shared commitment to your success.
Tom Dumas, CFP®,CPWA,® ChFC®, RICP®
Financial Professional
Tom is a financial professional with 25 years of experience helping individuals and families protect what matters most — their families, their lifestyles, and their financial futures. He takes a sincere, personal approach with every...
Michael Acosta, CFP®, ChFC®, CSLP®, RICP®
Financial Professional
With over 10-years of experience in the finance industry, I have focused on helping others create better habits around managing their personal finances to increase the odds of achieving their personal goals. My clients understand that...
Rick Burger, CPA®
Investment Specialist / Financial Professional
Rick Burger brings a wealth of financial experience to Consolidated Planning, following a dynamic career that began with a Big 8 Accounting firm in Texas. His professional journey has included working for a private real estate...
Brady Hemmerle, CFP®
Financial Professional
Lang MacBain
Registered Representative
With 40 years of experience in the financial industry, Lang McBain has dedicated his career to helping clients navigate the complexities of their financial world. Throughout his tenure as a Financial Professional at CP, Lang has built...
Jaime Grewell
Client Relations Manager
Emma Brandt
Business Development Associate
Emma Brandt supports the professional advisors on the Dumas Team through client meeting preparation, onboarding, and servicing. A graduate of Furman University, Emma is fully licensed (Series 7 and 66) and has a strong background in...
Michelle Kane
Marketing Coordinator