Todd A. Herman, CFP®, AIF®
Todd is a CFP®, a competitor and problem solver.
Todd brings over a decade of experience as an engineer and in the financial services industry. His passion is to take complex situations and build clearly defined financial plans from the ground up. He enjoys building strong relationships with a diverse group of clients to provide clarity, confidence, discipline and support for clients to achieve their long term goals.
Todd graduated from Union College with a BS in Mechanical Engineering and a minor in Mathematics. He began his career as an engineer, designing casinos and hotels across the United States before receiving his MBA with a concentration in Corporate Finance from the Carroll School of Management at Boston College. Todd transitioned his career to the financial services industry, quickly earning his CFP® (CERTIFIED FINANCIAL PLANNER™) and AIF® (Accredited Investment Fiduciary®). Todd continually provides expert guidance for high net worth individuals who require highly customized, comprehensive goal based financial plans.
Todd and his wife Priscilla, met while competing for the Union College Swimming and Diving Team and have one very energetic son. Together they spend time skiing, hiking, gardening, cooking and swimming.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.