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.



Our advisors

Advisor photo for Cate Grinney

Cate Grinney

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cate Grinney Visit Cate Grinney's website
Advisor photo for Kailee M Davis

Kailee M Davis

MBA, 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

Beth Sammon

Beth Sammon

Client Service Manager

Bridgette Hallcock

Client Service Specialist