Life stages. Market phases. Good times. Bad times. Transitions. Through it all we help you understand and plan for the changes that shape your financial life. The result: a customized wealth management strategy designed to fit you now and evolve over time with your needs and aspirations.
Wealth Management
We’re here for you.
Bridgett is always searching for the best ice cream spots.
Bridgett M. Abbascia
Client Service Manager
Caroline plays seven instruments!
Caroline Bailey
Client Service Associate
Jay is a CFP® and enthusiastic hiker.
Jay Barrett, CFP®, AIF®
Financial Advisor
K is actively involved in Veteran services and is a proud Blue Star Mother.
Karen A. Belliveau
Senior Client Service Manager
Adam is a Financial Advisor and family man.
Adam Clark
Financial Advisor
Janelle is a CFP® and has a twin sister.
Janelle L. Coulman, CFP®
Financial Advisor
Outside of work he enjoys spending time attending his kids’ activities and sporting events.
Michael Davide
Chief Compliance Officer, Controller
Kris speaks 5 languages and loves to crochet while listening to audio books.
Kris Finn
Client Service Manager
Gwen enjoys boating and fishing with friends and family.
Gwen Fitzgerald
Performance Analyst
Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Nicole M. Foran
Client Service Manager and Team Lead
Mike is a CIMA® and committed community volunteer.
J. Michael Grenon, CIMA®
Principal, Vice President
Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.
Kevin T. Grimes, CFA, CFP®
CEO | Chief Investment Officer
Molly has been to over 20 national parks.
Molly F. Grimes, CFP®
Financial Advisor
Tom is a CFP® and dedicated golfer.
Thomas A. Grimes, CFP®
Principal, Vice President
Todd is a CFP®, a competitor and problem solver.
Todd A. Herman, CFP®
Financial Advisor | Financial Planning Specialist
Outside of the office, Ben enjoys golfing and skiing with friends and family.
Benjamin Jette
Research Analyst, Trader
Karrie loves animals and owns a farm with horses, turkeys, and chickens.
Karrie A. Johnston
Client Service Associate
Samantha enjoys seeing Broadway shows with her two daughters.
Samantha C. Kallio
Client Service Manager
Maria loves attending concerts and has been doing so since a young age.
Maria Karantzoulidis
Client Service Associate
Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.
Laurie D. Littlefield, FPQP™
Senior Client Service Manager
Karen enjoys running and hiking with her Golden Retriever.
Karen E. McAuliffe
Administrative Coordinator, Service Associate
Sarah is a 4th degree black belt in Krav Maga.
Sarah M. Parzych
Client Service Manager
Maureen is a CFA Charterholder and fitness enthusiast.
Maureen Pasciucco, CFA
Portfolio Operations Manager
Ashley is on the firm’s management team and enjoys tap dancing.
Ashley A. Ransow
Business Operations Manager
Jae is CFA charterholder and devoted community volunteer.
Jae Y. Song, CFA
Sr. Quantitative Research Manager
Michelle, her husband, and their two young boys love to travel.
Michelle J. Vacca
Operations and Client Service Team Lead
Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.
Benjamin B. Wallace, CFA
Portfolio Manager, Research Director
Emily is a CFP® and loves to travel.
Emily Grimes Wood, CFP®
Principal, Vice President
Our process: Part art. Part science. All about you.
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01.Share Info
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02.Develop Plan
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03.Build Portfolio
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04.Actively Manage
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05.Review & Revise