Aaron began his career with one of the big four public accounting firms, specializing in financial and pension auditing. This varied background helped enable Aaron to develop customized investment strategies and advise high net worth families as well as corporations with a unique perspective to wealth management.
He is firmly committed to long-term relationships and strives to deliver exceptional service, all while helping you achieve your financial objectives.
“I like talking to people and enjoy helping people who want to be helped; it’s extremely fulfilling,” Aaron says. “I’ll work to get to know you, who you are and where you want to be. I always strive to have a good relationship regardless of your financial situation.”
Aaron graduated from the University of Toledo with a Bachelor of Business Administration in Accounting. Soon after graduation, Aaron also achieved the designation of Certified Public Accountant. After spending the first part of his career in public accounting, Aaron started his career in the financial services industry when he joined the Kaser Group in 1997.
Aaron, his wife and two children live in Maumee, Ohio. Spending time with family is a priority for Aaron, but he also enjoys golf, fine dining and travel.
Abbey brings over 15 years of management experience to the KMG team and will quickly become a resource all clients can depend on. Well-organized and a methodical thinker, she is responsible for scheduling, compliance and database updates.
No task seems too large for her to tackle efficiently and effectively. “I like to get things done. I like them to be done right and see that the goals are accomplished,” she says.
Abbey lives in Waterville, Ohio with her husband and two step-children. An active volunteer with her church and with the local running community, she and her husband organize an annual 5k that supports Cancer Connection of Northwest Ohio. If you are on a virtual call with her, you will likely see her trusty sidekick Stewie in the background.
Addie has over five years experience utilizing her skills to serve both internal teams as well as clients in the Birmingham, Michigan office. Addie graduated from Bowling Green State University in Bowling Green, Ohio with a BS degree in Business and Marketing.
Addie enjoys so much about her job, with duties ranging from managing financial portfolios with advisors to communicating with clients.
“I thoroughly enjoy listening,” she says. “It’s interesting to see what’s going on personally and how that impacts planning. From helping complete your paperwork to personal relationships, I look forward to each day in the office.”
Addie loves spending time with her family and friends. She enjoys traveling somewhere new every year, watching football, and going to concerts. Addie resides in Bloomfield Hills, Michigan.
As a fully licensed professional for more than 20 years, Ben implements wealth management strategies by concentrating on developing customized financial and retirement plans.
Ben attended the University of Dayton and earned a Bachelor of Science degree in Finance. He prides himself in his ability to listen, because he knows it’s paramount in order to understand your goals, values, aspirations and concerns. Based on this understanding, Ben works attentively with you to help you achieve your financial objectives.
Ben is firmly committed to long term relationships and strives to deliver exceptional client service.
According to Ben, “We develop relationships that sometimes span multiple generations. I never lose sight of the fact that we’re planning for a lifetime. Nothing is more satisfying than seeing your reaction when a plan comes to fruition.”
Ben is actively involved in local philanthropies near his home in Metro Detroit. In his spare time, Ben is an avid cyclist, enjoys travel, and spending time with friends and family.
Brady Grimm brings over 20 years of experience as an investment professional and an extensive background in wealth management, estate planning, and advanced business markets. Brady attended Michigan State University before launching his financial career at Northwestern Mutual. Earning his Accredited Investment Fiduciary® designation, Brady is committed to long-term relationships and putting his clients’ interests above his own. He works closely with his clients to develop personalized financial plans that help them achieve their short and long-term goals.
“I consider my clients an extension of my family, and I value those relationships above the value of their assets,” said Brady. “Nothing is more rewarding than putting in place financial plans that truly stand the test of time.”
He now lives near Toledo, Ohio, with his wife, Liz, and daughters, Genevieve and Caroline. In his spare time, Brady enjoys traveling with his family, golfing, and spending time outdoors.
Financial planning has always been in Cameron’s blood. Long before he studied Finance and Communication at the University of Arizona, he already felt inclined to follow in his father’s footsteps. As an undergraduate, Cameron was an intern at one of Chicago’s leading financial services firms and a member of his school’s Investment Club.
"Driven by my passion for finance, I have always aspired to become an Advisor. I relish the dynamic nature of my role as it presents me with diverse challenges that require innovative solutions tailored to each client's unique situation. My primary focus is to help my clients create financial plans that pave the way for them to achieve their financial goals. Whenever I can offer valuable insights or identify strategies to help my clients attaint their goals, I find immense satisfaction in my work." he says
Cameron has been with KMG since June of 2019 and a CFP® Professional since August of 2021.
In his free time, Cameron enjoys traveling, Brazilian jiu-jitsu, golf, and especially reading.
For nearly two decades Casey has advised corporate executives, business owners, and independently wealthy families across the country in a comprehensive wealth management capacity. Over the years he has served multiple executive functions for RIA’s including Chief Executive Officer, Chief Investment Officer, and Chief Compliance Officer - but now focuses solely on his true passion - his client relationships and role as trusted advisor.
On a national scale, Casey is a frequent speaker on a variety of industry issues. His speaking engagements include SSG’s national conference, Fidelity Investment’s “Realizing The Value In Your Firm” workshop, the Junxure Advisor Conference, and the NAPFA Conference. Casey is also a regular speaker at Bob Veres’ Insider Forum. During the global pandemic (and cancellation of conferences and large gatherings), he was recently featured on Caleb Brown’s New Planner Podcast.
“I truly enjoy counseling clients through the transition and inflection moments of their lives,” Casey says. “I take a tremendous amount of pride and gratitude in being one of the first calls when my clients are facing significant personal or professional opportunities or dilemmas.”
Casey graduated from Kalamazoo College, the Wayne State University School of Law, and resides in Birmingham, MI with his wife, Kari, and four children - Charlie, Gracie, Dempsey, and Andi. Casey enjoys sports, fitness, traveling with his family, and watching his children play soccer.
After graduating from Columbia College Chicago in 2009 with a BA in Marketing Communications, Chris has held various roles across industries, including technology, legal services, film production, and automotive public relations. Most recently, he served as the Director of Operations for In Good Company Integrated Solutions, where he provided strategic planning advice, focusing on future growth and wellness.
Now, at KMG, Chris specializes in managing relationships, providing personalized service to KMG clients.
Chris lives in Bloomfield Township, Michigan. In his free time, he enjoys playing guitar, listening to and recording music, spending time with his family, and watching hockey.
Courtney had almost a decade of experience when she joined KMG in 2017. Her primary roles at KMG Fiduciary Partners LLC are running day--to-day operations as office business manager, onboarding new clients and assisting with asset transfers.
She is passionate about her work because she enjoys being able to help people in so many different areas.
Courtney says she enjoys making sure your experience with KMG is a smooth one. “If you’re moving to KMG or establishing a new account, we will make the experience as effortless as possible,” she says.
Courtney graduated from The Ohio State University with a Bachelor’s Degree in Human Ecology. She and husband Chris have two girls, Madison and Miley. When she is not at work, Courtney loves to play tennis, watch her girls sporting events and go to dinner with her family.
As an investment professional for nearly four decades, David began his career in the fixed income division of a major Wall Street firm later becoming a founding member of the firm’s corporate services group. Today, as a Certified Financial Planner ®, he implements wealth management strategies through a consultative process.
He works diligently to understand you, your goals, objectives, and risk tolerances. David is firmly committed to long-term relationships and strives to deliver exceptional service to clients around the world.
“The longer you’re in this business, the more you understand,” David says. “But I’m still learning. I enjoy getting to know everything about who you are.”
Born and raised in Toledo, Ohio, David received his Bachelor of Science in Business Administration with a degree in Finance from the University of Dayton. He and wife Maggie have been married for over 30 years and have three grown children.
David is heavily involved in community service and has served on many nonprofit boards, being elected Board Chairman of several, and helping coach youth sports. In his spare time he enjoys spending time with his family and traveling.
JoAnn first became acquainted with KMG while working for a Fortune 500 company for whom the firm provided corporate service and employee financial planning. After years of getting to know them and their philosophy, she is excited to make the transition from client to team member.
“I’m really looking forward to working on a team that's focus is to provide such a unique level of personal service. I think my 20+ years of experience in the corporate world will enable me to add knowledge and perspective to further enhance the KMG client experience,” JoAnn says.
JoAnn and her husband Jeff live in Monclova, Ohio with their two teenage children. Family time is very important, and vacations are centered around activities they can enjoy together. She also loves to read, cook and stays in shape by cardio kickboxing.
Kristi has been in the financial services industry for over 30 years. Her many years of experience and dedication have proven to be valuable assets in assisting clients with operational and administrative aspects in the Toledo, Ohio office.
“It’s the clients I work with that make it worthwhile,” Kristi says. “I get to know you. I understand when there’s something new in life that changes your situation. A new child. A career change. A move.”
Kristi resides in Toledo with her husband, Dave, and her son, Tim. She enjoys playing tennis and golf, and loves to cook. She is an avid football and baseball fan.
Rick began his career as an intern while still attending Miami University, from where he graduated with a Bachelor of Science in Finance and Accounting.
In the early 1990s, he became a charter member of the employee corporate services group at a major Wall Street firm, working closely with Fortune 500 companies to design and deliver their executive compensation plans as well as to provide financial planning services to salaried employees across the country.
As a Principal and Wealth Advisor at KMG Fiduciary Partners LLC, he provides comprehensive wealth management services and customized solutions to help individuals reach their goals efficiently.
“It is so rewarding to witness my clients’ sense of relief and liberation once they realize they are on a course to achieve their financial goals,” Rick says. “That’s the best part of my job.”
He is a mentor on global economic issues to high school students at Maumee Valley Country Day School. In his free time, Rick enjoys traveling and spending time with his wife Missy and their three children.
After being at the helm of a private company for 27 years, Robert joined the KMG team in 2022. A self-proclaimed jack of all trades, he prides himself in his commitment to his professional responsibilities.
Rob helps maintain and oversee the information backbone of the company, the KMG Wealth Management Platform. Rob’s responsibilities also include executing trades, rebalancing accounts and providing investment research. Rob is really looking forward to his role which he says “will enable him to leverage his technical expertise and challenge his constant quest for knowledge.”
Robert and his wife of 25 years live just over the Ohio border in Michigan. They are proud parents to two adult sons who are following in their father’s footsteps at his alma mater, the University of Toledo. In his free time, Robert enjoys golf–regular or disk– boating and fishing. He’s also an avid Ohio State fan.
Rob began his career in the financial industry in 2016 as a public accountant with PricewaterhouseCoopers. After several years in accounting, he decided to pursue a path with a greater focus on helping individuals achieve their goals. Joining a financial advisory firm in the Cincinnati area, Rob worked closely with clients to develop and implement efficient financial plans. His experience in both tax and financial planning make him a great addition to the KMG Fiduciary Partners team.
"Building relationships is the foundation of my business. I am able to utilize my CPA license to help clients with tax planning while more broadly focusing on their financial plan in order to help them reach their goals."
Rob graduated from the University of Mississippi with a degree in accounting. He became a licensed CPA in 2019. In his free time he enjoys playing golf and spending time with his wife, Maddie, and 3 dogs.
Shane is a fully licensed Financial Advisor who has been helping clients achieve their goals for more than two decades. Comprehensive financial planning is the foundation of every client relationship.
Shane is a Northwest Ohio native, received his Bachelor of Arts degree in Finance at Saint Mary’s University of Minnesota and works out of our Toledo office. He believes no two clients are alike, and that attention to detail, good listening skills and great empathy are symbols of his appreciation to his clients.
“I try never to assume where someone is in life,” Shane says. “ Achieving and managing wealth is no longer a textbook approach, so I listen to you and personalize a tailored solution. My idea of a great day at work is having face-to-face meetings and communicating in a way that makes you feel comfortable about achieving your financial goals.”
Shane participates in frequent community and youth volunteer opportunities. Away from business, he enjoys sports of all kinds and travel. Shane, his wife, Anna, and their two children reside in Sylvania, Ohio.
Steve has been helping clients achieve their financial goals as a fully licensed investment professional since 1993. Steve has developed knowledge and experience in helping clients through all steps in the financial planning process throughout his almost 30-year career.
Steve earned a Bachelor of Science degree in both Business Management and Economics; then studied at Oakland University to attain the Certified Financial Planner ® designation in 2003.
Steve enjoys playing hockey with his sons, and says hockey, like other team sports, teaches the value of working together and executing a plan.
“The opportunity to help you and make a difference in your life is my favorite thing about my role as a wealth advisor,” he says. “Getting to know you personally and understanding who you are and where you want to be…I enjoy that,” he adds.
Steve is a lifelong resident of Michigan and currently resides in the New Hudson area with his wife and three children. In addition to hockey, Steve enjoys golf and spending time with his family.