Skip Navigation

Our Team

Investment Management

Financial Planning

Jay is a CFP® and enthusiastic hiker.

Jay Barrett, CFP^®, AIF^®

Financial Advisor

Brian is a Wealth Manager and enjoys woodworking.

Brian G. Carlson

Financial Advisor

Adam is a Financial Advisor and family man.

Adam Clark

Financial Advisor

Jerry is a CFP® and competitive ballroom dancer.

Gerald S. Connolly, CFP^®

Vice President

Janelle is a CFP® and has a twin sister.

Janelle L. Coulman, CFP^®

Financial Advisor

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

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 President and enjoys unwinding by the fireplace with family and friends.

Kevin T. Grimes, CFA, CFP^®

President, 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

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

Adam R. Jacobs, CFA, CFP^®

Vice President

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

Karen Kelly, CFP^®

Financial Advisor

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

Jordan A. Letendre, CFP^®

Financial Advisor

Jennifer is a CFP® who loves to travel.

Jennifer A. Moran, CFP^®, AEP^®

Financial Advisor

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

03.03.21 | Investment Management

Prolonged Extreme Monetary Stimulus Widens the Wealth Gap

03.03.21 | Investment Management

Improved Forecast + Record Stimulus = Higher Inflation Expectations

Stay Connected

Fill out the form below to receive our quarterly newsletter! Sign Up