Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Grinney & Davis Wealth Management
Team photo for Grinney & Davis Wealth Management

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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, 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

Samantha Powelson

Operations Manager

Andrew Cavanaugh

Associate Franchise Consultant

Christina Borlik

Client Service Coordinator

Theresa Clark

Client Service Coordinator

Vibhor Pandey

Client Service Specialist