Lisa K. Grimes, CFP®

Senior Vice President – Wealth Advisor

Lisa Grimes is a senior vice president – wealth advisor at Cooke Financial Group. As a CERTIFIED FINANCIAL PLANNER™, she is driven by a desire to help clients turn their life goals into sound investment strategies with diversified portfolios built for endurance and optimal results.

Lisa has worked in the financial services industry since 1989 and joined the Cooke Financial Group in 1991, where she specializes in overall wealth management.

She graduated from Indiana University with a bachelor’s degree in finance. Lisa holds licenses in general securities, commodities, and insurance and is a Certified Financial Planner. She was awarded the Five Star Wealth Manager Award from 2012-2015.

Lisa also serves as a board member for Damar Services, Inc., a leading national not-for-profit dedicated to serving the needs of children and adults with developmental and behavioral disabilities. Lisa resides in Carmel, Indiana with her husband and two children. In their free time, they enjoy international and domestic travel.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.