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Our Team

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Tim is the firm's founder and avid seaglass collector.

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Timothy J. Grimes

Founder

Andrew is a die hard Philly sports fan!

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Andrew R. Hamil, ESQ.

Chief Operating Officer

Melissa was once on the Late Show Top 10 List.

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Melissa Henderson, MBA, CFP®

Financial Advisor

Todd is a CFP®, a competitor and problem solver.

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Todd A. Herman, CFP®

Financial Advisor | Financial Planning Specialist

Sandra lived abroad for 16 years in South Africa and England.

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Sandra Hood, SHRM-CP

Head of Human Resources

Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Chief Growth Officer

Outside of the office, Ben enjoys golfing and skiing with friends and family.

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Benjamin Jette, CFA

Research Analyst, Trader

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Alexis has hiked a volcano in Iceland.

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Alexis Kamyck

Administrative Coordinator

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

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Maria Karantzoulidis

Client Service Manager

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

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Michael R. Keefe, CISSP

Chief Technology Officer

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

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Karen Kelly, CFP®, RICP®

Financial Advisor

A Minnesota native, Sean is a lifelong fan of Minnesota sports.

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Sean Kommerstad, CIMA®

Regional Director

Eleanor is a CFP® and loves the outdoors.

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Eleanor Kreitler, CFP®

Financial Advisor

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

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Patty Lavoie, CPA, CFP®

Financial Advisor

Mary is a self-described "geek of all things dealing with IT and IoT!"

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Mary Le

IT Generalist

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes & Company Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.

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

  1. 01.
    Share Info
  2. 02.
    Develop Plan
  3. 03.
    Build Portfolio
  4. 04.
    Actively Manage
  5. 05.
    Review & Revise
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