Meet the Team

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 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.

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.  

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 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.