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Our Team

Investment Management

Financial Planning

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

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

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

“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

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

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

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

Load More People

Load More People

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

12.23.25 | Financial Literacy

The Basics of Setting a Budget (Video)

By Eleanor Kreitler, CFP®

12.16.25 | Financial Literacy

Understanding RMDs (Video)

By Janelle L. Coulman, CFP®

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