Our Team

Investment Management

Financial Planning

Matt is the company’s Chief Equity Strategist and is an avid collector of sports memorabilia.

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Matt Morse, CFA

Chief Equity Strategist

Sarah is a 4th degree black belt in Krav Maga.

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Sarah M. Parzych

Client Service Manager

Maureen is a CFA Charterholder and fitness enthusiast.

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Maureen Pasciucco, CFA

Portfolio Operations Manager

Julie loves DIY home improvement projects and spending time with her family.

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Julie E. Payton

Compliance Associate

Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.

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Brenda Phillips

Client Service Manager

Jack enjoys spending time each summer at Cape Cod and Martha’s Vineyard.

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Jack Prendergast

Client Service Associate

Ashley is a proud hockey mom and lives by our “We Before Me” core value.

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Ashley A. Ransow

Chief Operating Officer

Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.

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Timothy D. Rheaume, CFA, CFP^®

Financial Advisor

David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.

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David R. Roberts, CFP^®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

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Jae Y. Song, CFA

Sr. Quantitative Research Manager

Gordy is a CFP® who loves to cook and try new restaurants.

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Gordon J. Thomas, CFP^®

Financial Advisor

Michelle, her husband, and their two young boys love to travel.

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Michelle J. Vacca

Director of Advisor Experience

Kathryn is a first time mom and tends a small farm with her husband.

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Kathryn O. Voas

Operations Specialist

Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.

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Benjamin B. Wallace, CFA

Portfolio Manager, Research Director

Molly has been to over 20 national parks.

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Molly Grimes Welch, CFP^®, CFA

Financial Advisor

Abby has a pet bearded dragon and a turtle.

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Abigail Witherell

Client Service Associate

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

10.29.25 | Firm Announcements

Introducing Grimes Wealth Protection Group

10.27.25 | Financial Literacy

Maximize Your Retirement Plans: 401(k), IRA, HSA (Video)

By Jordan A. Letendre, CFP®

Our Team

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

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