Our Team
Our team of investment advisors and financial planners average over twenty years of experience in financial services. We have six Certified Financial Planners (CFP®), three Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff.
Click on an employee’s name below to learn more about them.
Executive Team
- Timothy J. Grimes, CFP® | President
- Kevin T. Grimes, CFA, CFP® | Portfolio Manager, Principal
- J. Michael Grenon, CIMA® | Vice President, Principal
- Thomas A. Grimes, CFP® | Vice President, Principal
- Emily G. Wood, CFP®, CRPS | Vice President
- Gerald S. Connolly, CFP® | Vice President, Chief Compliance Officer
Research & Portfolio Management
- Kevin T. Grimes, CFA, CFP® | Portfolio Manager, Principal
- Benjamin B. Wallace, CFA | Securities Analyst
- Joseph J. Benoit | Analyst
- Jae Y. Song | Research Analyst
Wealth Managers
- Timothy J. Grimes, CFP® | President
- J. Michael Grenon, CIMA® | Vice President, Principal
- Thomas A. Grimes, CFP® | Vice President, Principal
- Emily G. Wood, CFP® | Vice President
- Gerald S. Connolly, CFP® | Vice President, Chief Compliance Officer
- Adam R. Jacobs, CFA, CFP®| Vice President
- Michael J. Horne | Financial Advisor
Business Operations & Client Service
- Laurie L. Holmes | Senior Client Service Manager
- Karen A. Belliveau | Senior Client Service Manager
- Kelly A. Cavagnaro | Client Service Manager
- Nicole M. Foran | Client Service Manager
- Ashley A. Ransow, MBA | Project Manager
- Cheryl A. McNally | Systems Administrator
- Nancy T. Murphy | Administrative Coordinator
