Team

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Mike Grimme

Managing Partner, Retirement Plan Consultant

mgrimme@clearpointfp.com

Tel: 425-633-0309

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Kevin Ward

Financial Advisor

Principal of Park+Elm

kward@park-elm.com

Tel: 855-727-5356

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Kara Hieser

Director of Client Relations

Park+Elm

kara@park-elm.com

Tel: 317-691-1355

CPFP has partnered with PRI to provide compliance guidance and fiduciary best practices, which we deliver to our clients, including:

  • ERISA consulting

  • Video training modules

  • Fiduciary checklists & guides

  • Fiduciary training

  • Service calendars

Investment advice and financial planning offered through Park + Elm Investment Advisers, LLC, a registered investment advisor, dba ClearPoint Financial Partners. Park + Elm LLC and ClearPoint Financial Partners are separate entities.

(c) ClearPoint Financial Partners, LLC, all rights reserved