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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, CFP^®

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

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

Kevin T. Grimes, CFA, CFP^®

President, 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

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

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

Adam R. Jacobs, CFA, CFP^®

Vice President

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

11.29.23 | Institutional Retirement Plans

Retirement Plan Newsletter | Q4 2023

11.27.23 | Financial Planning

2024 Important Numbers

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