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Our Team

Investment Management

Financial Planning

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

David R. Roberts, CFP^®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

Jae Y. Song, CFA

Sr. Quantitative Research Manager

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

Gordon J. Thomas, CFP^®

Financial Advisor

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

Michelle J. Vacca

Operations and Client Service Team Lead

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

Kathryn O. Voas

Operations Specialist

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

Benjamin B. Wallace, CFA

Portfolio Manager, Research Director

Emily is a CFP® and loves to travel.

Emily Grimes Wood, CFP^®

Principal, Vice President

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

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

01.07.25 | Investment Management

Grimes IQ – Q4 2024
By Benjamin B. Wallace, CFA

12.06.24 | Financial Planning

2025 Important Numbers

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