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.
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Wealth Management
We’re here for you.
![](https://www.grimesco.com/wp-content/uploads/2020/11/Bisceglia-Bridgett-342x342.jpg)
Bridgett is always searching for the best ice cream spots.
Bridgett M. Abbascia
Client Service Manager
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Jay is a CFP® and enthusiastic hiker.
Jay Barrett, CFP®, AIF®
Financial Advisor
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K is actively involved in Veteran services and is a proud Blue Star Mother.
Karen A. Belliveau
Senior Client Service Manager
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Adam is a Financial Advisor and family man.
Adam Clark
Financial Advisor
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Janelle is a CFP® and has a twin sister.
Janelle L. Coulman, CFP®
Financial Advisor
![](https://www.grimesco.com/wp-content/uploads/2020/11/Davide-Michael-342x342.jpg)
Outside of work he enjoys spending time attending his kids’ activities and sporting events.
Michael Davide
Chief Compliance Officer, Controller
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Kris speaks 5 languages and loves to crochet while listening to audio books.
Kris Finn
Client Service Manager
![](https://www.grimesco.com/wp-content/uploads/2023/02/Fitzgerald-Gwen-Compressed-342x342.jpg)
Gwen enjoys boating and fishing with friends and family.
Gwen Fitzgerald
Performance Analyst
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Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Nicole M. Foran
Client Service Manager and Team Lead
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Mike is a CIMA® and committed community volunteer.
J. Michael Grenon, CIMA®
Principal, Vice President
![](https://www.grimesco.com/wp-content/uploads/2020/11/Grimes-Kevin2-342x342.jpg)
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
![](https://www.grimesco.com/wp-content/uploads/2021/09/Grimes-Molly-e1630601338391-342x342.jpg)
Molly has been to over 20 national parks.
Molly F. Grimes, CFP®
Financial Advisor
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Tom is a CFP® and dedicated golfer.
Thomas A. Grimes, CFP®
Principal, Vice President
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Todd is a CFP®, a competitor and problem solver.
Todd A. Herman, CFP®
Financial Advisor | Financial Planning Specialist
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Outside of the office, Ben enjoys golfing and skiing with friends and family.
Benjamin Jette
Research Analyst, Trader
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Karrie loves animals and owns a farm with horses, turkeys, and chickens.
Karrie A. Johnston
Client Service Associate
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Samantha enjoys seeing Broadway shows with her two daughters.
Samantha C. Kallio
Client Service Manager
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Maria loves attending concerts and has been doing so since a young age.
Maria Karantzoulidis
Client Service Associate
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Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.
Laurie D. Littlefield, FPQP™
Senior Client Service Manager
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Karen enjoys running and hiking with her Golden Retriever.
Karen E. McAuliffe
Administrative Coordinator, Service Associate
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Sarah is a 4th degree black belt in Krav Maga.
Sarah M. Parzych
Client Service Manager
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Maureen is a CFA Charterholder and fitness enthusiast.
Maureen Pasciucco, CFA
Portfolio Operations Manager
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Ashley is on the firm’s management team and enjoys tap dancing.
Ashley A. Ransow
Business Operations Manager
![](https://www.grimesco.com/wp-content/uploads/2020/11/Song-Jae-342x342.jpg)
Jae is CFA charterholder and devoted community volunteer.
Jae Y. Song, CFA
Sr. Quantitative Research Manager
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Michelle, her husband, and their two young boys love to travel.
Michelle J. Vacca
Operations and Client Service Team Lead
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Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.
Benjamin B. Wallace, CFA
Portfolio Manager, Research Director
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Emily is a CFP® and enjoys the beach.
Emily Grimes Wood, CFP®, CRPS
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