About Us
We are Genesis Wealth Planning, LLC a client relationship group of The Tom Dumas Team at Consolidated Planning, Inc. We strive to provide comprehensive wealth management services for every stage of your journey. Through a collaborative process, we help maximize the Client’s potential for meeting life goals through financial advice that integrates relevant elements of the Client’s personal and financial circumstances.
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.
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Patron Saint - Saint Michael the Archangel
At Genesis Wealth Planning, we have chosen Saint Michael the Archangel as our firm’s Patron Saint. For me, this is not just symbolic—it’s deeply personal. Saint Michael has always embodied courage, integrity, and the relentless defense of all that is good. In the Book of Revelation, we read: “Now war arose in heaven, Michael and his angels fighting against the dragon; and the dragon and his angels fought, but they were defeated” (Revelation 12:7–8). This powerful image of Michael leading God’s army against darkness has long reminded me of the call to protect, defend, and stand firmly for truth.
His very name, Michael, means “Who is like God?”—a rhetorical challenge that proclaims no one compares to the Lord. That humility before God, combined with strength and bravery, offers a model I strive to bring into my own life and vocation as a financial professional.
The Saint Michael Prayer has been close to my heart since my years as a college lacrosse player. Before every game, I would recite it quietly in the locker room—asking for protection, courage, and clarity of purpose. Today, I carry that same spirit into my work as a CERTIFIED FINANCIAL PLANNER™: to stand firm, act with bravery in always seeking the best interest of our clients, and serve others with both intentionality and integrity.
We chose Saint Michael as our Patron Saint because he reflects the very qualities we believe define true financial stewardship: courage in the face of challenges, strength in defending what matters most, humility in serving others, and faithfulness to what is right and good. Just as he leads with bravery and protects the vulnerable, our mission is to guide and defend the financial well-being of the individuals, families, and business owners we serve.