Broker Check

Meet the Team

Our business is relationship focused and we take this seriously.  Because of this, our team makes every effort to build on those relationships in an effort to provide a client experience that provides you with the confidence that you are working with the right firm.

Tom Dumas, CFP®,CPWA,® ChFC®, RICP®

Financial Professional

704-529-9981

(704) 554-6073

tdumas@cplanning.com

Successfully planning retirement takes time, resources and effort.  Whether you are accumulating assets or considering how to monetize those that you have, my team and I have the experience to help you.

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Rick Burger, CPA®

Investment Specialist / Financial Professional

(704) 552-8507

(704) 554-6073

rburger@cplanning.com

Understanding the life cycle of a business is critical.  From concept to transition, efficiencies through thoughtful planning and surrounding yourself with the right people positions you to maximize your efforts.

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Michael Acosta, CFP®, ChFC®, CSLP®, RICP® 

Financial Professional

864-593-2520

704-554-6073

michael.acosta@cplanning.com

As a young professional, I know the pressure that cash flow has on building a successful balance sheet.  Understanding how to create behaviors and where to start the planning process is what leads to long term success.

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Lang MacBain

Financial Representative

704-552-8507

lmacbain@cplanning.com

Successful business owners work not only in the business but on the business.  Implementing a strategy to realize the vision that supports lifestyle and legacy goals for your family, employees and community requires commitment to a plan.

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Brady Hemmerle, CFP®

Financial Professional

704.552.8507

704.554.6073

brady.hemmerle@cplanning.com

Since entering the industry in 2018, Brady has been building rapport with, educating and supporting clients to achieve their financial dreams.  

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W. Andrew Harris, CExP, RICP®

Financial Professional

(704) 552-8507

(704) 554-6073

aharris@cplanning.com

Business owners have a unique set of issues.  Outcomes are never certain so making sure that your business plan is coordinated with your personal plan is where we see successful entrepreneurs spend time and energy. 

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Jaime Grewell

Client Relations Manager

(704) 552-8507 x 851

(704) 554-6073

jgrewell@cplanning.com

Jaime supports the team's planning efforts and is the initial point of contact for many client service matters. She has a Life and Health insurance license; is a Notary Public of North Carolina; and joins us with 14 years of experience...

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Sarah Madden

Business Development Associate

704.387.5969

sarah.madden@cplanning.com

Sarah supports the team's investment operations through client onboarding and servicing. Sarah has obtained master's degrees from the University of Georgia, as well George Mason University.

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Michelle Kane

Business Operations Associate

980-235-7830

michelle.kane@cplanning.com

Michelle's role is to provide client service and support for the investment and planning advisors on the team. She works closely with the other team members to assist with onboarding and account maintenance. Michelle earned a Bachelor...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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