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Our Team

Investment Management

Financial Planning

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

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

Mike has a history of running marathons and once completed the Lake Placid Ironman.

Michael Maguire, CFP^®, ChFC^®, RICP^®

Financial Advisor

Emily is a CFP® and loves to travel.

Emily Grimes Wood, CFP^®

Principal, Vice President

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

05.06.25 | Financial Planning

Your Guide to Required Minimum Distributions (RMDs) Part 2: What’s Your Withdrawal Strategy?

By Todd A. Herman, CFP®

05.06.25 | Financial Planning

Your Guide to Required Minimum Distributions (RMDs) Part 1: What You Need to Know

By Todd A. Herman, CFP®

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