Business Operations & Client Service

Karen A. Belliveau | Senior Client Service Manager

Karen A. Belliveau has had a long tenure at Grimes & Company, joining the firm in 1994 as a Client Service Manager.  She has her Bachelor’s Degree from Becker College, is Series 7 and Series 66 licensed, and is actively involved in several non-profit organizations.  As a senior member of our Business Operations Team, Karen serves as an excellent resource to new employees while performing her primary role of servicing client relationships. 

Lana G. Finn | Client Service Manager

Lana G. Finn graduated with a Bachelor of Science in Finance from University of Massachusetts – Amherst with a minor in Economics.  She joined Grimes & Company in 2014 as a Client Service Manager after working in a similar capacity for 4 years at David Witherbee & Associates.  Lana’s enthusiasm, dedicated work ethic, and commitment to client satisfaction hold her in high regard by her team members and clients.

Nicole M. Foran | Client Service Manager

Nicole M. Foran joined Grimes & Company in 2007, bringing several years of key experience to the Client Service Manager role.  Previously she worked at Fidelity Investment’s Electronic Support Services group, providing client service across multiple departments including pensions, insurance, and payroll administration. Nicole quickly responds to client requests and questions, and is always happy to go above and beyond to fulfill client needs.

Laurie L. Holmes, RP® | Senior Client Service Manager

Laurie L. Holmes joined Grimes & Company in 2005.  As a Senior Client Service Manager, Laurie works closely with our President, Tim Grimes, and his clients to provide an unparalleled level of service in the industry.  She is a Registered ParaplannerSM, is Series 7 and Series 66 licensed, and has extensive experience in financial services. Prior to joining Grimes & Company, Laurie served as a Branch Manager Assistant at Morgan Stanley.

Cheryl A. McNally | Systems Administrator

Cheryl A. McNally has been with Grimes & Company since 1997.  As our Systems Administrator, Cheryl is responsible for the ongoing maintenance of our portfolio and client relationship management systems.  Cheryl is Series 7 and Series 66 licensed and, with her comprehensive knowledge in both technology and investment securities, works closely with the firm’s management to provide support for many of the operational needs of the company.

Nancy T. Murphy | Administrative Coordinator

Nancy T. Murphy joined Grimes & Company in 2006 after a successful administrative career in both the legal and insurance industries.  She brings over 25 years of experience to the firm, serving as our primary contact for both clients and various vendors. Nancy also directs administrative services including organization of our document management system and coordination of our quarterly client correspondence.

Sarah M. Patterson | Service Associate

Sarah M. Patterson joined Grimes & Company in 2014 as a Service Associate.  She graduated cum Laude from Roger Williams University with a Bachelor of Science in Management.  Sarah works closely with the firm’s client service and administrative teams, promptly directing phone calls, preparing account paperwork, and following up on outstanding service tasks.  Her positive attitude and exceptional work ethic make her a valuable member of the Grimes & Company team.

Lyndsy A. Skiest | Client Service Manager

Lyndsy A. Skiest joined Grimes & Company in 2016 with several years of client service experience.  Prior to joining the firm, Lyndsy worked as a Senior Financial Analyst at Arthur J. Gallagher where she managed a diverse clientele consisting of higher education institutions across the country. Lyndsy holds a Bachelor of Science in Business Administration from Nichols college with a focus in Finance.  Her dedication to the role and excellent communication skills makes her a valuable member of the client service team.

Kathryn O. Voas | Operations Associate

Kathryn O. Voas serves as the firm’s Operations Associate.  Kathryn earned her Associate’s degree from Quinsigamond College and joined the Grimes & Company team in 2015. She is responsible for the administration and daily reconciliation of the firm’s portfolio management system.  Additionally, Kathryn aids in the preparation and distribution of quarterly client statements and manages the firm’s electronic client portal.  She is extremely detail orientated and is always willing to assist with firm-wide projects.