Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Awards & recognition

  • Whitney W Grimm, Five Star Wealth Manager, 2021
  • Whitney W Grimm, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Summit Wealth Management, Ameriprise Client Experience Award, 2020

Community participation

2019 National Day of Service at Denver's Food Bank of the Rockies
2019 National Day of Service at Denver's Food Bank of the Rockies

Our team members participate in several organizations including non-profit within our community volunteering and sponsoring.

  • Ameriprise National Day of Service - support and participate annually
  • American Foundation for Suicide Prevention - Annual Out of the Darkness Community Walk
  • Douglas County Partners - Mentoring Kids to a Better Future
  • Denver Metro Partners-a local nonprofit organization
  • Member, Entrepreneurs' Organization
  • Volunteer High School Teacher, Junior Achievement
  • Prior Affiliate Faculty, Finance Dept, Metro State (Whitney Grimm)