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Our Team

Investment Management
Financial Planning
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Sean is a CFP® and enjoys reading about history and finance.

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Sean Donovan, CFP®

Financial Advisor

Andrew is a martial artist and an avid sports fan.

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Andrew Duclos

Client Service Manager

Tom has been to every major league baseball stadium.

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Tom Dunlap, CFA

Senior Investment Analyst

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

“There isn’t an outdoor hockey skate he didn’t like!”

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Rich Dunsmore, CLU,® CLTC®

Director of Insurance

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

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Kris Finn

Client Service Manager

Gwen enjoys boating and fishing with friends and family.

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Gwen Fitzgerald

Performance Analyst

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

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Nicole M. Foran

Client Service Manager and Team Lead

Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

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Cody Forbush, MBA, CFP®

Financial Advisor

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

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Neal French

Financial Advisor

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

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Jennifer M. Grady-Murray

Associate Business Manager

Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Sue enjoys playing cards and board games with her husband and three kids.

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Sue Griffin

Controller

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

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Kevin T. Grimes, CFA, CFP®

CEO | Chief Investment Officer

Mike likes seeing live music, reading, and watching the NBA, NFL, and tennis.

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Mike Grimes

Chief Marketing Officer

Tom is a CFP® and dedicated golfer.

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Thomas A. Grimes, CFP®

Principal, Vice President

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

10.30.25  |  Financial Literacy

The Power of Compound Interest (Video)

By Gordon J. Thomas, CFP®

10.29.25  |  Firm Announcements

Introducing Grimes Wealth Protection Group

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