In a Meeting
OUR TEAM

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

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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.

Jill D. Epler, CRC

Director of Retirement Services & Support

Jill joins ClearPoint Financial Partners with more than 30 years in retirement plan services in roles ranging from day-to-day plan administration to business development, coaching and consulting.   Jill credits much of her success in this business to her ability to build relationships, by making it personal, and to an unwavering belief that an enjoyable retirement is achievable for everyone. 

Jill, her husband Bart, and the family Mini Goldendoodle Bodie Mack are life long residents of Indianapolis while her daughter Jeri, a registered pediatric nurse, currently lives in Los Angeles.

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

John Herd

College Intern | Marketing Research

Washington State University, School of Business

John is a Sophomore studying business at Washington State University and a member of the Sigma Nu, Delta Iota Fraternity. John's summer internship is conducting marketing research to identify and better understand employer needs around 401k retirement plans.

John grew up in Issaquah, WA, a suburb of Seattle, graduating from Issaquah High School in 2020. He enjoys skiing, swimming and making new friends. John has two younger sisters, Allie and Bella.