How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Tom Grimm, AAMS®
Managing Director-Wealth Management, Accredited Asset Management Specialist
My name is Tom Grimm, I am the President and Founder of Admiralty Wealth Management. I've been serving clients for over 25 years in the financial markets as a Registered Representative and Advisor.
I am also a perpetual student of my profession, and I've learned that every client has financial needs that change throughout their lives. Although we can't control which way the wind may blow, we can certainly control how we react to it.
Whether you're in the building-wealth phase of life or the wealth-withdrawal phase, we are here to help you understand and navigate the most effective ways to approach your game plans as they change.
From Millennials to Boomers and beyond.
Derek Herzer
Noelle Grimm
Jennifer Mrozienski
Executive Administrator
Jennifer Mrozienski supports client service and operations for the team at Admiralty Wealth Management. She is focused on creating a thoughtful, organized experience for clients and helping ensure every interaction is handled with care.
Jennifer began her career in financial services in 1999 with American Express Financial Advisors in Syracuse, New York, where she managed office operations, coordinated client seminars and events, and supported advisor-client engagement. She later worked with an advisory team in the Boston area, gaining additional experience in practice operations and client communication.
After dedicating many years to raising her family, Jennifer returned to the financial industry in 2024 with Admiralty Wealth Management. She now works remotely for the office while also serving full-time as a caregiver, bringing a service-first mindset and a genuine passion for building meaningful client relationships.
Originally from upstate New York and now living in the Charlotte area, Jennifer and her husband, Joe, have been married for 24 years and have built a Christ-centered life together while raising their three amazing young adult children.