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.

close

Team photo
Team photo

View Larger


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