With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Cate Grinney

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cate Grinney Visit Cate Grinney's website

Kailee M Davis

MBA, BFA, RICP®, APMA®

Financial Advisor

Chief Financial Officer of Grinney & Davis Wealth Management
Learn more about Kailee M Davis Visit Kailee M Davis's website


Our team

Sandy Gora

Client Service Coordinator

Samantha Powelson

Client Service Coordinator

Theresa Clark

Client Service Coordinator

Andrew Cavanaugh

Associate Franchise Consultant

Christina Borlik

Client Service Coordinator