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Our Team

Investment Management
Financial Planning
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Michelle, her husband, and their two young boys love to travel.

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Michelle J. Vacca

Operations and Client Service Team Lead

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

Emily is a CFP® and loves to travel.

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Emily Grimes Wood, CFP®

Principal, Vice President

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

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
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Latest News & Insights

11.15.24  |  Investment Management

Treasury’s Wild Ride
By Kevin T. Grimes, CFA, CFP®

11.15.24  |  Investment Management

RMI – Be Ready for the “Credit-Quake”
By Kevin T. Grimes, CFA, CFP®

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