Our Team

Investment Management

Financial Planning

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

Cam is a diehard tennis fan and attends the U.S. Open every year.

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Cameron Eddy

Financial Planning Associate

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

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

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

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Latest News & Insights

01.15.26 | Investment Management

12/31/25 Outlook Theme #1: Can Fixed Income Earn Its Coupon in 2026?

By Benjamin B. Wallace, CFA

01.15.26 | Investment Management

12/31/25 Outlook Theme #2: Can Quality Stage a Comeback?

By Benjamin B. Wallace, CFA

Our Team

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

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