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Our Team

Investment Management
Financial Planning
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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

Director of People & Culture

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

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Adam R. Jacobs, CFA, CFP®

Vice President

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

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Benjamin Jette

Research Analyst, Trader

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

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

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
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Latest News & Insights

04.24.26  |  Bridge the Gaps

On Your Terms: Working Effectively with a Financial Advisor

By Melissa Henderson, MBA, CFP®

04.16.26  |  Bridge the Gaps

The Confidence Gap: Crafting Your Financial Future

By Karen Kelly, CFP®, RICP®

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