Educational Events - Grimes Financial Group

Meet the Team

Tasha

Client Relations Director and Office Manager

Upcoming Events

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM

Our Office

445 Hutchinson Ave., #950
Columbus, OH 43235
4:30 PM
Tax-Free Green Line Event

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM

Refectory Restaurant

1092 Bethel Rd.
Columbus, OH 43220
6:00PM

Refectory Restaurant

1092 Bethel Rd.
Columbus, OH 43220
6:00PM

The Barn at Rocky Fork Creek

4040 Easton Station Ste. E 105
Columbus, OH 43219
6:00 PM

The Barn at Rocky Fork Creek

4040 Easton Station Ste. E 105
Columbus, OH 43219
6:00 PM

Dustin Grimes is Founder and Financial Advisor at Grimes Financial, where he specializes in retirement strategies and asset management. As a fiduciary, Dustin brings a disciplined, client-first approach across multiple retirement strategies, drawing on years of experience to help individuals and families pursue their financial goals. Dustin and his teams passion is to deliver strategic, high-touch financial guidance that is custom to each individual to help them better achieve their financial goals.

In her role as Seminar Coordinator, Sommer plans and executes all educational dinner seminars and Client Events for Grimes Financial.

Sommer also works as an Administrative Assistant in the office.

In her free time, she enjoys reading, outdoor activities, and spending time with her dogs.

In her role as Client Relations Director and Office Manager, Tasha is there to assist our clients and be a point of contact for them whenever they have any questions. She is our acting liaison. She also manages the day-to-day running of the office.

Tasha has a green-thumb so in her free time, she enjoys spending time in her garden and flower beds.

In her role as Account Administrator, Tracy will be your point person, assisting and holding your hand through our New Client On-boarding process. You will love her southern charm.

Tracy finds joy in caring for her two little doggies Lettie and Cooper.

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting Dustin Grimes OH Insurance License #804074 / DPG Senior Signature Solutions / DBA Grimes Financial Partners OH Insurance License #1130721, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.