Lori Dumas, FPQP®

Lori Dumas, FPQP®

Wealth Associate

Working for a great company with wonderful clients is like winning the lottery. I’ve found both working at Quartz Financial as a Wealth Associate. During my 23 years of experience in the investment and financial industry, working at Quartz Financial has provided me with the opportunity to work with many amazing clients in many aspects of their personal financial needs.

My strong operational background provides Quartz clients with a point of contact for their financial inquiries. I support all aspects of Quartz Financials’ daily operations, from onboarding new clients, account reconciliation and reporting, cash flow management and office administration, to working closely with David Rust and Shane Moore to implement and monitor customized financial strategies. Whether I am welcoming a new family to Quartz Financial, or analyzing a client’s personal liquidity management situation, I am happy to be a part of this comprehensive wealth management firm.   

Prior to joining Quartz Financial, I worked as an investment associate with J.P. Morgan/Bank One, Silicon Valley Bank, Comerica Bank and Merrill Lynch. I hold a Series 7, 63 and 66 securities registration with LPL Financial. I have earned the designation of Financial Planning Qualified Professional (FPQP®), through the College of Financial Planning and I graduated from Briarwood College in Connecticut with an AAS degree.

My husband and I moved our family to Texas in 1994 and our three children now call Texas their home with their families. When I am not working, I like to travel with family and friends, visit with my grandchildren across Texas or spend time in my craft room working on quilts and other handmade crafts.  My husband and I love to cook and host an annual gourmet dinner with our friends and our travel plans often bring us back to Connecticut, where our immediate family resides.