Grimes & Company

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes & Company, he worked at Fidelity Investments and has held roles in education and sports organizations. Grimes & Company Wealth Management provides investment management and financial planning services to a diverse client base, including individuals, business entities, trusts, and government entities. The firm employs proprietary research and portfolio management systems to develop customized strategies across various asset classes and also offers retirement plan services and sub-advisory arrangements.

Karen Kelly is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Grimes & Company since 2021 and previously worked at Financial Navigators Inc. and Connect Events Group. Kelly also operates Karen Kelly Consulting LLC, an independent consulting business. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets and uses proprietary research and portfolio management systems to build customized investment strategies across a range of asset classes.

Maureen Pasciucco is a CFA® charterholder with 12 years of industry experience. She has been with Grimes & Company since 2013. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, business entities, trusts, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets and employs customized investment strategies that incorporate proprietary research and a range of investment vehicles.

Brendan Shea is a CFP® professional with one year of industry experience, currently serving as an advisor at Grimes & Company. His prior experience includes roles at Heritage Financial Services and FP Solutions RI. Grimes & Company Wealth Management provides investment management and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets and employs customized investment strategies using proprietary research across a range of securities and alternative structures.

Justin Davis is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Grimes & Company since 2019. Prior to joining Grimes, he worked at J.P. Morgan Securities LLC and TD Ameritrade in various advisory roles. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning to a broad client base, including individuals, business entities, trusts, and government organizations. The firm employs proprietary research and portfolio management systems to create customized investment strategies across multiple asset types and also offers retirement plan services and sub-advisory arrangements.

Jordan Letendre is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Grimes & Company, INC. since 2014. Outside of his advisory role, he serves as a member of the Financial Planning Association of Massachusetts and sits on the investment committee for St Joseph's Abbey. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform and employs customized investment strategies incorporating mutual funds, ETFs, individual securities, and alternative investment structures.

Cody Forbush is a CFP® with 15 years of industry experience, currently serving as an advisor at Grimes & Company since 2022. His prior roles include positions at Dickinson Investment Advisors, TS Capital, and TD Ameritrade. Grimes & Company Wealth Management provides investment management and financial planning services to a diverse client base, including individuals, business entities, trusts, and government clients. The firm employs proprietary research and portfolio management systems to build customized strategies across various asset classes and also offers retirement plan services and sub-advisory arrangements.

Kevin Grimes is a CFP® and CFA® with 28 years of industry experience. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member of the charitable organization North Hill. Grimes & Company Wealth Management provides investment management and financial planning to individuals, business entities, trusts, estates, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets and utilizes customized investment strategies that include mutual funds, ETFs, individual securities, and alternative structures.

Adam Jacobs is a CFP® and CFA® charterholder with 27 years of experience in the financial industry. He has worked at Grimes & Company since 2010 and previously spent seven years at Mid Atlantic Capital Corporation. Grimes & Company Wealth Management serves a diverse client base, including individuals, business entities, trusts, and government organizations. The firm employs customized investment strategies combining proprietary research with a range of investment vehicles and also provides financial planning and retirement plan services.

Molly Welch is a CFP®, CFA®, and Series 65-licensed financial advisor with four years of industry experience. She has been with Grimes & Company since 2021 and previously worked at Athenahealth and Verisk Health. Grimes & Company Wealth Management serves individuals, business entities, trusts, estates, charitable organizations, and government entities by providing discretionary and non-discretionary investment management and financial planning. The firm employs proprietary research and portfolio management systems to build customized investment strategies across a variety of asset classes and also offers retirement plan services and sub-advisory arrangements.

Gordon Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Grimes & Company since 2021. His prior work includes roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and government clients. The firm manages approximately $5.6 billion in assets and employs customized investment strategies incorporating mutual funds, ETFs, individual securities, and alternative structures.

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked for nine years at Two Rivers Capital Consulting. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform, offering customized strategies that include mutual funds, ETFs, individual securities, and alternative investments.

Todd Herman is a CFP® with four years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and government clients. The firm manages approximately $5.6 billion in assets and offers customized strategies using proprietary research across a range of investment vehicles.

Emily Wood is a CFP® professional with 24 years of industry experience, currently serving at Grimes & Company. She has worked at Grimes & Company since 2002 and was previously with NewEdge Securities, LLC from 2009 to 2025. Wood serves as assistant treasurer for the New England Botanical Garden at Tower Hill and is a steering committee member of the McNulty Women’s Institute for Women’s Leadership. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets and employs a multi-team advisor platform that uses proprietary research and portfolio management systems to build customized investment strategies.

Melissa Henderson Mcstravick is a CFP® professional with one year of experience at Grimes & Company. She previously worked at Fidelity Investments for eight years and IDC for ten years. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team advisor platform, offering customized investment strategies and a range of financial planning services.