Dustin Grimes founded Grimes Financial Advisors to provide disciplined, fiduciary advice for individuals and families navigating retirement and long-term wealth decisions. A Certified Financial Fiduciary (CFF), he specializes in retirement strategies and asset management and created The Retirement Blueprint™ — a personalized, step-by-step framework designed to give each family he serves a clear plan aligned with their goals and vision for financial freedom. His approach is structured, client-first, and built for confident decision-making in an increasingly complex financial landscape.
As Director of Client Engagement, Melissa oversees all appointment scheduling, confirmations, and client event coordination, ensuring every touchpoint reflects the firm’s commitment to a disciplined, high-touch client experience.
As Director of Firm Operations, Tasha helps facilitate the highest standard of service into daily execution across the office. She facilitates the client service experience behind every Retirement Blueprint™, ensuring he execution of every financial plan is as thoughtful and intentional as the strategy behind it.
As Head of Account Operations, Tracy brings each Retirement Blueprint™ to life through disciplined execution of account operations, financial transactions, and performance reporting. She delivers a white-glove standard of service at every operational touchpoint, ensuring each client’s plan is carried out with precision, care, and the level of detail their financial future deserves.
As Senior Paraplanner, Adam helps oversee and develop each custom Retirement Blueprint™ with a disciplined focus on strategy and execution. A graduate of The Ohio State University with a Bachelor of Science in Finance, he builds plans that integrate accumulation strategy, tax-efficient planning, income design, and intentional legacy creation to provide individuals and families with a clear, confident path forward.
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Advisory services are offered as Grimes Financial Group, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Insurance products and services are offered through DPG Senior Signature Solutions / DBA Grimes Financial Partners which is independent of GWM.
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