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 and CCO

Park and Elm

Investment Advisers LLC

kward@park-elm.com

Tel: 855-727-5356

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Kara Hieser

Financial Advisor

Park and Elm

Investment  Advisers LLC

kara@park-elm.com

Tel: 317-691-1355

We have 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

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.