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OUR TEAM

executive leadership training, executive coaching programs, performance review self assessment

Mike Grimme

Managing Partner

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.

Kevin Ward

Principal

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.

Email: kward@park-elm.com

Tel: 855-727-5356

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. 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.

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