executive leadership training, executive coaching programs, performance review self assessment
Retirement Plan Consultant
Mike Grimme has over 25 years of institutional retirement plan experience. He is the author of "An Employer's Guide to a Retirement Plan that Works" and developer of Impact Retirement, ESG focused retirement portfolios. Mike's mission is to bring "real" retirement plan experience directly to employers and their employees. ClearPoint Financial Partners is the retirement consulting arm of Park and Elm Investment Advisers, LLC.
Mike grew up in Indianapolis and graduated from Indiana University with a BS in Business and Computer Information Systems. He lives in the Seattle area with his wife Melanie and children Caroline and Matthew.
Individual Wealth Advisor
Kevin has over 20 years experience in the financial services industry specializing in risk management strategies for corporate clients and their employees. He uses these same risk management principles when designing investment portfolios for our clients. He is currently a Principal at Park and Elm and serves as an Investment Advisor Representative where he leads the firm’s overall investment strategy and compliance programs.
Kevin grew up in the Cincinnati area and earned his BS in Finance at Butler University. He lives in Carmel, IN with his wife of 15 years, their two children, and dog.