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

Kevin T. Grimes, CFA, CFP^®

President, Chief Investment Officer

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

Karen Kelly, CFP^®

Financial Advisor

Patty is a CPA and loves to travel with family and friends.

Patty Lavoie, CPA

Financial Advisor

Emily is a CFP® and enjoys the beach.

Emily Grimes Wood, CFP^®, CRPS

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

05.22.23 | Investment Management

Is it time for the Markets to price in “Higher for Longer” again?

04.21.23 | Investment Management

2023 Outlook Theme #1: Markets Changed Course as Economic Winds Shifted

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