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Meet the Team

Why we do this work

Our commitment to financial advising comes from a deeply personal place. Over the years, we watched people we care about struggle to find clear, trustworthy guidance as they tried to plan for their future. That experience shaped our mission: to offer the kind of support we wished they had.  

With a strong foundation in personal finance and years of professional training, we help individuals, families, and business owners prepare for what’s ahead with confidence. We’ve built a reputation for making financial concepts easy to understand, empowering people to take control of their goals and move forward with clarity.

At the heart of our work is a genuine dedication to our community. We’re here to educate, support, and walk alongside you as you build the future you envision.

A Team That’s Truly In Your Corner

A Team That’s Truly In Your Corner

In today’s fast moving financial world, having a team in your corner can make all the difference. Over the years, we’ve seen how a collaborative approach helps clients navigate complexity with clarity and confidence. 

That’s why we bring together professionals with diverse backgrounds, training, and perspectives — so you benefit from well rounded guidance, not just a single point of view.

We invite you to experience what that feels like. When you work with us, you get more than a plan — you get a dedicated team focused on understanding your goals and building a strategy that truly fits your life. No cookie cutters, no one-size-fits-all solutions. Every client receives our full attention from the first conversation through implementation and ongoing follow up.

We stay proactive, thoughtful, and efficient, helping you move toward your financial objectives with a clear path and a team committed to your success.

Michael R. Acosta, CFP®, ChFC®,RICP®, CSLP®, CEPA

Financial Professional

704-237-6559

(704) 554-6073

Michael.Acosta@cplanning.com

Michael R. Acosta is a first-generation Colombian-American financial advisor based in Charlotte, NC. He holds a B.S. in Accounting with a minor in Economics from Wingate University, where he was a four-year varsity lacrosse player.

Michael is the founder of Genesis Wealth Planning, a relationship management group within the Dumas Team at Consolidated Planning, Inc. Since 2013, he’s helped individuals, families, and business owners take control of their financial lives through subscription-based planning that eliminates traditional asset minimums. His services span investment management, business exit planning, student loan strategies, and customized financial guidance.

He offers both traditional investment strategies and the option for values-based investing aligned with Catholic principles—tailored to clients who seek to integrate their faith into their financial decisions. Whether faith-based or not, all planning is customized to reflect each client’s goals and personal values.

From helping early-career professionals navigate student loans to building tax-efficient income plans for retirees, Michael’s holistic approach supports clients across every life stage. He believes we are made for greatness—not mediocrity—and empowers others to steward their God-given talents and resources.

Michael and his wife, Blair, enjoy spending time with family and supporting their local community. They are active members of Our Lady of Grace Catholic Church in Lancaster, SC, where Michael is a 4th Degree Knight of Columbus.

Brady Hemmerle, CFP®

Financial Professional

(704) 552-8507

(704) 554-6073

Brady.Hemmerle@cplanning.com

Brady joins the Dumas Team with over 7 years industry experience in investment and financial strategies. He educates clients on all phases of a holistic plan which includes not only asset building but also cash flow and protection strategies to build a solid foundation for long term financial success.  By focusing on what we can influence today we are able to create an individualized strategy that is not dependent on uncontrollable factors or assumptions, allowing our clients to live the life they love and desire.  

He embodies a dynamic blend of youthfulness, sharpness, and an unwavering dedication to assisting others.
With his ability to simplify intricate financial concepts, he ensures that clients understand every step of their financial journey.

Brady graduated from Clemson University with a Bachelors Degree in Financial Management and earned his CFP® in 2020.  Outside the office, Brady lives in Charlotte and enjoys golf, wake surfing, and basketball.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

Emma Brandt

Business Development Associate

(980) 462-9722

emma.brandt@cplanning.com

We are excited that Emma has joined the Dumas Team to support the growth and client servicing of our planning advisors. Emma graduated from Furman University and comes to us licensed with her series 66, series 7, and life and health licenses after starting her financial services career working with individuals on their employer sponsored retirement plans. She continues to learn holistic strategies with the goal of becoming an advisor on the team.

In her free time, Emma enjoys playing the guitar and being outside enjoying what the Carolinas have to offer.

Jaime Grewell

Client Relations Manager

(704) 552-8507 x 851

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 in the financial industry.

Jamie is married to Tom Grewell and they have daughter, Cecilia. They attend Elevation Church and she enjoys CrossFit and hiking.

Jack Obeck

Financial Associate

704-604-5135

jack.obeck@cplanning.com

Born and raised in Charlotte, NC, Jack Obeck has always carried a passion for helping others live with purpose. After graduating from the University of South Carolina with a degree in Retail Management, he served two years as a Catholic missionary at Clemson University, where he led Bible studies, retreats, and mission trips. That experience deepened his calling to walk alongside others in stewarding their God-given gifts—both spiritual and financial.

Now launching his career in financial services with Genesis Wealth Planning, Jack works alongside Michael Acosta to guide individuals, families, and business owners through their financial journeys. His goal is to help clients build confidence in their decisions while aligning their resources with values that support life, dignity, and the common good. 
  
Outside the office, Jack enjoys golfing, working out, reading, and time with friends. He remains actively involved in his church, where he leads a Young Adult Men’s Bible study and serves the parish community at St. Gabriel Catholic Church. 

Amy Hemmerle

Executive Assistant

410-303-7606

amy.hemmerle@cplanning.com

Amy joins the team with 5 years of experience as an Instructional Systems Analyst for Augusta University's College of Nursing.  Previous to that, she was employed in Maryland as a Senior Computer Analyst for the National Security Agency.  She serves as Michael Acosta's executive assistant. 

She lives in Lancaster, SC, and enjoys spending time with her husband and grown children at their lake house.  

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.