Who We Are

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.

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.

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.

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.