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Bridgett is always searching for the best ice cream spots.

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Bridgett M. Abbascia

Client Service Manager

Caroline plays seven instruments!

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Caroline Bailey

Client Service Associate

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

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Christine Barry

Client Service Manager

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

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Karen A. Belliveau

Senior Client Service Manager

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

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Adam R. Cahoone

Client Service Manager

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

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Tara Carnazza

Client Service Manager

Andrew is a martial artist and an avid sports fan.

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Andrew Duclos

Client Service Manager

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

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Tyler Dunn

Client Service Manager

Kris speaks 5 languages and loves to crochet while listening to audio books.

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Kris Finn

Client Service Manager

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

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Nicole M. Foran

Client Service Manager and Team Lead

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Manager

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

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

Sarah is a 4th degree black belt in Krav Maga.

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Sarah M. Parzych

Client Service Manager

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

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Brenda Phillips

Client Service Manager

Load More People
Load More People

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

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
Learn More

Latest News & Insights

07.09.25  |  Investment Management

Grimes Investment Quarterly – Q2 2025

By Benjamin B. Wallace, CFA

07.07.25  |  Investment Management

It’s Now a Long-Term Buy the Dips Market (Video)

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