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Who We Are

Our Service Standards

We pride ourselves in going above and beyond to deliver a planning experience that makes your life easier, more efficient, and more enjoyable. As your financial partner, we adhere to five key service standards that ensure you receive consistent, high-level support at every step in our journey together.

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Simplicity

We always take time to educate you about your strategies, and we excel at turning intimidating financial topics into practical, relatable concepts.

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Availability

When we say we’re your partner, we mean it—we’ll even give you our cell number so you always have someone to turn to for answers, advice, and support.

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Creativity

We think outside the box, exploring innovative and unexpected avenues to help you achieve your goals in the most effective, efficient way possible.

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Totality

When we create your plan, we go deep and wide, ensuring we optimize every element of your financial life in accordance with your values and goals.

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Honesty

We believe in lifelong relationships built on trust, so we always communicate transparently and offer advice in your best interest, even when it’s hard to hear.

Meet The Team

We’re passionate about serving others with excellence, and we’ve built our practice on genuine, trust-centric client relationships. Our commitment is to always act in your best interest, so we ensure you have the right partners and resources in place to support your unique goals. By looking after the big picture and providing practical, personalized guidance, we help you and your family navigate every season of life with confidence.

Chris Grimes Headshot

Chris Grimes

CAP®, CFP®, MSFPP®, MSFPR®, RICP®

Financial Advisor

How He Can Help You

Chris specializes in taking a person’s prospects, goals, and values and organizing them into a meticulously intentional plan for their success. He explores a wide variety of opportunities on their behalf, offering guidance for both traditional and non-traditional assets to ensure they have flexibility and options with their wealth. He focuses on creating efficiency, and he excels at taking complex scenarios and making them easy for clients to understand and manage. By looking at the big picture and optimizing every dollar accordingly, he creates a cohesive strategy that encapsulates all of an individual’s needs and goals.

Advising Approach

As an advisor, Chris develops highly detailed, strategic plans that address complex financial scenarios. When he is serving clients, his approach is all about making life simple. He prides himself in providing concierge-level service, responding to clients within 24 hours and working diligently to get things done on their behalf. He is a stickler for precise, prompt execution, and he monitors his clients’ strategies to ensure everything is implemented seamlessly. His mission is to help them strategically save and plan for their goals while guiding them toward a balanced life in the present. His clients trust him to manage their financial worlds with excellence, and he honors that trust by delivering personal, timely service and consistent, honest communication.

Areas of Expertise

  • General Planning: Net Worth Analysis, Cash Flow Analysis, Retirement Planning, Investment Planning, Goal Planning, Debt Management

  • Risk Management Planning: Life Insurance, Long Term Care Insurance, Disability Insurance 

  • Advanced Planning: Estate Planning, Business Planning, Executive Benefits, Charitable Planning

Experience & Qualifications

  • CERTIFIED FINANCIAL PLANNER®

  • Retirement Income Certified Professional® 

  • Chartered Advisor in Philanthropy® 

  • Bachelor of Science, emphasis in Financial Management Systems, magna cum laude – University of Colorado

  • HNW Client Service Specialist, Stock Trader – Charles Schwab (2006 – 2011)

Personal Life

Chris and his wife Brier met in high school and have been together for more than 20 years. They have two daughters, Jocelyn and Rowyn, along with a gaggle of rescue animals big and small, from a Great Pyrenees to tree frogs, and many more between! The Grimes family lives in Littleton, Colorado, near to where Chris and Brier’s childhood homes are. They are close to both sides of their families and get together often. They also enjoy evenings of backyard soccer and gardening. Chris and Brier spend much of their time accompanying their daughters to different activities and yet always manage to find time to explore the great outdoors together.

Q&A With Chris

What’s something everyone should know about you?
I am a huge proponent of recycling, and I’m very serious about reduce, reuse, recycle. I drive an EV, and friends know that if I’m coming by, I might end up looking for recyclables they put in their trash can. 

What’s your favorite holiday tradition?
We are a Lego family—I grew up playing with them, and now as an adult, I can afford the fun ones! So every year, we get the Christmas Lego set that comes out, and we build them all, kind of like other people have Christmas villages around their houses. The girls really enjoy it, and the legos have become a part of our holiday decorations.

What fictional character would you choose to spend the day with and why?
The Lorax comes to mind, which is probably where my personal “recycling revelation” came from. It was my favorite book as a child.

What’s your favorite sports team?
I love hockey, and I’m a big Colorado Avalanche fan! I started watching them when they came to Colorado and was enamored! I collect signed photographs of the great players who have played over the years, and always look forward to the upcoming season.

Liz Jones Headshot

Liz Jones

Business Operations Manager

How She Can Help You

Liz Jones is our Business Operations Manager, where she leverages over a decade of diverse experience streamlining processes and enhancing client satisfaction. Liz combines strong analytical skills with a passion for client-centered service.

With a commitment to continuous improvement and a background that bridges operational management and client success, Liz is dedicated to supporting Chris’ mission and driving the firm’s growth while maintaining high quality service to our clients.

Education & Background

Liz earned her Bachelor’s degree in Psychology from the University of Northern Colorado and went on to complete her Master’s in Counseling Psychology at Ball State University. Before joining Chris, Liz excelled as a Client Success & Operations Coordinator at Ellen Rawley Creative & Strategy, Inc., where she owned client onboarding and communication, and significantly improved client satisfaction. Her expertise in project management and operations was instrumental in securing nearly $4 million in grant funding for agricultural organizations, showcasing her ability to drive impactful results.

In previous roles, Liz coordinated social science research projects, conducting statistical analyses and report writing, and has extensive experience in counseling and client support, which informs her approach to operational excellence. She is skilled in translating strategic goals into actionable plans, designing and implementing efficient behind-the-scenes processes that will enhance your experience as a client.

Personal Life

Outside of work, Liz (along with her husband) acts as chauffeur, cheerleader, chef, and personal assistant to her 2 kids. One of Liz’s favorite ways to love on others is to bake for; whether baking one brother’s wedding cake, experimenting with gluten-free recipes and celiac-safe methods for another brother, or bringing just-because treats to a friend hang-out. Some of her other hobbies include reading, listening to funny podcasts, playing games, and making punny jokes at any opportunity.

A Collaborative Approach to Your Success

We believe it’s important to address every component of your financial life with excellence, which is why we partner with trusted experts to carry out your plan. We have strategically aligned our practice with New York Life, giving you access to industry-leading resources while guiding you with the focused attention and support of our boutique firm. We serve as your personal financial representative, overseeing your strategies and coordinating with each professional to ensure everyone is working together to serve your best interests.

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Get in Touch

(303) 409-3680
ChrisJGrimes@EagleStrategies.com

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Our Location

2000 S Colorado Blvd, Tower 2, Suite 1100
Denver, CO 80222

By Appointment Only

Disclosure

Christopher Grimes is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I54467), CO, FL, GA, IL, MI, MO, NE, NJ, NV, SC, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Christopher Grimes is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2000 S Colorado Blvd Ste 1100, Denver, CO, 80222, 303-409-3680. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MO, NE, NJ, SC, TX, UT, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Christopher Grimes is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MO, NE, NJ, SC, TX, UT, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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