Justin Davis is a CFP® professional with 17 years of experience in the financial industry. He has worked at Grimes & Company since 2019, following roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems and supports a range of institutional-type services such as sub-advisory engagements and specialized allocation strategies.

Tristan Bishop is a CFP® professional with two years of industry experience, currently serving at Grimes & Company. His prior roles include positions at Lido Advisors and Third Act Wealth Management. Grimes & Company provides discretionary investment management and financial planning to a diverse clientele, including individuals, families, trusts, charitable organizations, and governmental entities. The firm employs proprietary research and portfolio management systems to develop customized investment strategies across various asset types and offers a broad range of institutional-type services.

Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds the Series 65 designation and previously worked at Mercer Advisors, Capital Investment Advisors, Genesis Asset Management, Score Sports, and Benedict College. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio management systems to build customized strategies and offers a range of institutional-type services, including acting as a sub-advisor to other advisers and managing affiliated private investment funds.

Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor of Oak Stone Christian Church. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies through proprietary research and manages portfolios using a range of assets, including mutual funds, ETFs, individual securities, and allocations to independent managers.