"Anything good to know is hard to learn!" -Thomas Grimm
Thomas spent eight years enlisted in the United States Marine Corps, Active and Reserve duty, where he learned that integrity and shooting straight, are one and the same.
With over twenty five years of experience as a licensed Registered Representative and now Fiduciary, he understands that adaptability to one's environment is key, especially when investing, so constant learning is a must.
His professional licenses and designations include the Series 7, 63, SIE, and Series 65 (Uniform Investment Adviser Law) exam. Additionally, Thomas holds the Life, Health, Variable Annuity and Medicare/Long Term Care licenses, as well as, the AAMS (Accredited Asset Management Specialist) designation.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
Please see more of our team's qualifications and experience under the Our Team tab.