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Wealth Management
for All Seasons

Investment Management

Financial Planning

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.

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

Operations Associate

David is a CFP® and an enthusiastic cricketer.

David Barlow, CFP^®

Financial Advisor

Jay is a CFP® and enthusiastic hiker.

Jay Barrett, CFP^®, AIF^®

Financial Advisor

In her spare time, Christine enjoys home decorating and interior design.

Christine Barry

Client Service Manager

K is actively involved in Veteran services and is a proud Blue Star Mother.

Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Joe Benoit, CFA

Vice President, Head of Portfolio Operations

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Adam R. Cahoone

Client Service Manager

Tara loves watching the Boston Red Sox and has recently become a WNBA fan!

Tara Carnazza

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

Sam is a relative of Huey Lewis from "Huey Lewis and the News".

Sam Cregg

Regional Director

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

Michael Davide

Chief Compliance Officer

Justin is a CFP®, father of three daughters, and talented musician.

Justin C. Davis, CFP^®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

Financial Advisor

Sean is a CFP® and enjoys reading about history and finance.

Sean Donovan, CFP^®

Financial Advisor

Andrew is a martial artist and an avid sports fan.

Andrew Duclos

Client Service Manager

Tom has been to every major league baseball stadium.

Tom Dunlap, CFA

Senior Investment Analyst

Tyler enjoys walks, whether they be with his dog, on the golf course, or around his garden.

Tyler Dunn

Client Service Manager

“There isn’t an outdoor hockey skate he didn’t like!”

Rich Dunsmore, CLU,^® CLTC^®

Director of Insurance

Cam is a diehard tennis fan and attends the U.S. Open every year.

Cameron Eddy

Financial Planning Associate

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

Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

Cody Forbush, MBA, CFP^®

Financial Advisor

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

Neal French

Financial Advisor

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

Jennifer M. Grady-Murray

Associate Business Manager

Mike is a CIMA® and committed community volunteer.

J. Michael Grenon, CIMA^®

Principal, Executive Vice President

Sue enjoys playing cards and board games with her husband and three kids.

Sue Griffin

Controller

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

Kevin T. Grimes, CFA, CFP^®

CEO

Mike likes seeing live music, reading, and watching the NBA, NFL, and tennis.

Mike Grimes

Chief Marketing Officer

Tom is a CFP® and dedicated golfer.

Thomas A. Grimes, CFP^®

Principal, Vice President

Tim is the firm's founder and avid seaglass collector.

Timothy J. Grimes

Founder

Todd is a CFP®, a competitor and problem solver.

Todd A. Herman, CFP^®

Financial Advisor | Financial Planning Specialist

Adam is a CFA, CFP® and constantly humbled golfer.

Adam R. Jacobs, CFA, CFP^®

Vice President

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 Manager

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

Michael R. Keefe, CISSP

Chief Technology Officer

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

Karen Kelly, CFP^®, RICP^®

Financial Advisor

A Minnesota native, Sean is a lifelong fan of Minnesota sports.

Sean Kommerstad, CIMA^®

Regional Director

Eleanor is a CFP® and loves the outdoors.

Eleanor Kreitler, CFP^®

Financial Advisor

Patty is a CPA and CFP® and loves to travel with family and friends.

Patty Lavoie, CPA, CFP^®

Financial Advisor

Mary is a self-described "geek of all things dealing with IT and IoT!"

Mary Le

IT Generalist

Jordan is a CFP®, dad, husband and fly fisherman.

Jordan A. Letendre, CFP^®

Financial Advisor

Matt has been giving haircuts since Covid!

Matthew Licata

Financial Planning Associate

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

Laurie D. Littlefield, FPQP™

Senior Client Service Manager

Mike has a history of running marathons and once completed the Lake Placid Ironman.

Michael Maguire, CFP^®, ChFC^®, RICP^®

Financial Advisor

Cheryl enjoys trips to the beach, playing cribbage and shooting trap.

Cheryl A. McNally

Data Analyst

Jennifer is a CFP® who loves to travel.

Jennifer A. Moran, CFP^®, AEP^®

Financial Advisor

Matt is the company’s Chief Equity Strategist and is an avid collector of sports memorabilia.

Matt Morse, CFA

Chief Investment Officer

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

Julie loves DIY home improvement projects and spending time with her family.

Julie E. Payton

Compliance Associate

Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.

Brenda Phillips

Client Service Manager

Jack enjoys spending time each summer at Cape Cod and Martha’s Vineyard.

Jack Prendergast

Client Service Associate

Ashley is a proud hockey mom and lives by our “We Before Me” core value.

Ashley A. Ransow

Chief Business Integration Officer

Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.

Timothy D. Rheaume, CFA, CFP^®

Financial Advisor

David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.

David R. Roberts, CFP^®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

Jae Y. Song, CFA

Director of Data & AI

Gordy is a CFP® who loves to cook and try new restaurants.

Gordon J. Thomas, CFP^®

Financial Advisor

Michelle, her husband, and their two young boys love to travel.

Michelle J. Vacca

Director of Advisor Experience

Kathryn is a first time mom and tends a small farm with her husband.

Kathryn O. Voas

Operations Specialist

Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.

Benjamin B. Wallace, CFA

Chief Market Strategist

Molly has been to over 20 national parks.

Molly Grimes Welch, CFP^®, CFA

Financial Advisor

Abby has a pet bearded dragon and a turtle.

Abigail Witherell

Client Service Associate

Emily is a CFP® and loves to travel.

Emily Grimes Wood, CFP^®

Principal, Executive Vice President

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

02.23.26 | Financial Planning

Retirement Plan Newsletter | Q1 2026: Constructing a Diversified Investment Lineup for a 401(k) Plan

By Michael R. Maguire, CFP®, ChFC®, RICP®

02.23.26 | Investment Management

Market Turning Point? What Could Be Today’s Greatest Opportunity in Stocks (Video)

By Matt Morse, CFA, Kevin T. Grimes, CFA, CFP®

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