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Our Team

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Greg completed 3 half marathons in 2025, and will be completing 3 more in 2026.

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Greg Lee, MBA

Regional Director

Jordan is a CFP®, dad, husband and fly fisherman.

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Jordan A. Letendre, CFP®

Financial Advisor

Matt has been giving haircuts since Covid!

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Matthew Licata

Financial Planning Associate

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

Mike has a history of running marathons and once completed the Lake Placid Ironman.

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Michael Maguire, CFP®, ChFC®, RICP®

Financial Advisor

Cheryl enjoys trips to the beach, playing cribbage and shooting trap.

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Cheryl A. McNally

Data Analyst

Pat is a CFP®, and enjoys playing golf and spending time with family.

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Pat Melvin, CFP®

Financial Advisor

Jennifer is a CFP® who loves to travel.

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Jennifer A. Moran, CFP®, AEP®

Financial Advisor

Matt is an avid collector of sports memorabilia.

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Matt Morse, CFA

Chief Investment Officer

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

HR & Compliance Manager

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

Portfolio Operations Associate

Tracy plans to read 52 books this year.

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Tracy Ramsey

Client Service Manager

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

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Ashley A. Ransow

Chief Business Integration Officer

*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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