Meet the Team

Bob Grimard

(603) 809-2698

Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he...
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Dawn Grimard

(603) 791-4523

Dawn takes great joy in seeing her client's retirement dreams come true. Her fifteen years as a licensed agent and financial advisor, along with a background in small business management gives Dawn an understanding of the pitfalls and...
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Shaun Donnelly

Shaun is a licensed agent responsible for the day to day operations of Grimard Financial. He assists with planning and marketing for educational events. After Shaun’s workday is done, he is a devoted bass fisherman.
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Diane Caparco

Event Coordinator

Diane is a customer service expert that serves the Grimard Financial family with a friendly, personal touch. She is responsible for planning and facilitating all of the client events.
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Carol Brigham

Carol has a background in information technology and is instrumental in website development and electronic marketing. Her diverse professional background and her commitment to customer service make her an essential part of the Grimard...
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