Keith Dumas is the President of Peak Wealth Management and our chief wealth manager. He is a graduate of Marshall University, where he received his Bachelor’s of Business Administration in Finance, and is an Accredited Investment Fiduciary®. He also holds his FINRA Series 7 and 66 registrations, as well as his Life and Health Insurance licenses.
Keith discovered a love for saving and handling finances at a very young age, and would rarely spend his weekly allowance as a result. As he got older, he began to learn ways to make his savings work for him through smart investing, which eventually would lead him to his career as a wealth manager. Keith entered the financial field in 2000, working at a private wealth management firm before founding Peak Wealth Management in 2007. He now applies his passion for managing and growing assets to helping his clients reach their financial goals.
Keith was born in Newnan, Georgia, a small town outside of Atlanta. He now resides in Bridgeport, West Virginia, with his wife, Jaime, and their three children—John, Andrew, and Gianna. He’s passionate about fitness and enjoys exercising, playing soccer, and coaching his kids’ soccer teams. He remains active in his community through volunteer work and has served as a board member of the Bridgeport Soccer Association, as well as on several committees for the Harrison County Chamber of Commerce. This Chamber of Commerce also recognized him as an Alumni of Leadership in 2007.
More than watching his clients’ wealth grow, Keith finds great satisfaction in seeing how his financial guidance improves their lives, and continuing to support them in their goals year after year.