As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Robert brings over thirty years of professional experience in the financial industry and is dedicated to helping individuals, families and business owners navigate the complexities of their financial affairs. His focus on the Wealth Management aspect of this industry for most of his career gives him the insight to create comprehensive financial, retirement and estate plans, as well as handle investment management along with tax strategies. He and his team walk alongside each client to create and implement client-centered short, as well as long term strategies to put them on a path to achieve their goals.

A RELATIONAL APPROACH

Robert is dedicated to building long-term relationships with a core desire to have a positive impact on the lives of those he works with and for. These relationships are built on trust and transparency while taking into account the values and priorities of each client. His business foundation is built on adhering to the highest levels of professionalism and ethics while providing expert advice and direction tailored to each client’s unique situations.

PHILANTHROPY

Beyond his commitment to his professional work, over the years, Robert has been involved in a variety of philanthropic organizations. For over 15 years, he and his family were responsible for supplying and managing volunteers four times a year where they purchased, prepared and served meals to approximately 150-200 homeless people at Isaiah House. Additionally, he was a 10+ year Board Member at HomeAid OC (mission and vision to end homelessness) and continues his involvement with the Michael Chang Foundation (using tennis as the tool to raise funds towards Christ centered outreach programs and organizations).

PERSONAL LIFE

Born and raised in Evansville, IN, he received his Bachelor’s degree from Indiana University and moved to California over 35 years ago. He currently resides in Orange County with his wife, Linda and two adult children – Taylor and Erica. When outside the office, Robert enjoys his walks with Bentley (dog), snow skiing, playing tennis, golf, some pickle ball and loves board and card games. Additionally, travel is always on his itinerary… and wine tasting. He and Linda also attend and support their home church Calvary Chapel Chino Hills.

Brett Bissell founded Luminate Wealth Management with Robert Grimm after working with him for 20 years. Brett brings over 27 years of professional experience as wealth management advisor working with high-net worth individuals, families and private business owners. Brett has an extensive background in retirement planning and tax strategies including expertise in all levels of estate planning. Brett has received many awards and has been recently recognized for 2023 Forbes Top Financial Security Professionals and 2023 Forbes Top Wealth Advisors. Brett does regular industry speaking and in the last few years has shared his insights with BlackRock and PIMCO panels.

Brett graduated from Cal State Long Beach with a Bachelor of Science in Communications. He has earned his Certified Financial Planner (CFP®) designation as well as his Chartered Life Underwriter (CLU®) and his Chartered Financial Consultant (ChFC®).

Brett has served on the board of The Fellowship of Christian Athletes of Orange County and is a passionate supporter. In 2023 Brett worked with Michael Chang Foundation and helped raise over 60,000 for FCA. Brett is also a long-time supporter of Orange Lutheran High School.

Brett and his wife Kimberly have been married for over 30 years and currently live in Rossmoor and have three grown children Kara, Cade and Camille. Both Kara and Cade have graduated from Vanguard and Baylor and have begun their careers. Camille is currently attending Baylor in Texas. Brett is an avid golfer and loves being with his family and friends on the course. He enjoys reading, traveling and watching his Green Bay Packers. Brett is an active member at Mariners Church, Long Beach Yacht Club and Old Ranch Country Club.

Joe came to the Orange County area to study applied mathematics at the University of California, Irvine, after which he began his finance career with JPMorgan Chase. Joe has performed every role within the firm which gives him unique perspective as Chief Operations Officer. He is responsible for keeping the firm running smoothly, expanding our ability to deliver the highest level of advice and guidance, and ensuring all team members are relentless in the pursuit of professional growth to better serve clients.

In addition, as a Portfolio Manager he is responsible for guiding our asset allocation strategy, in-depth investment analysis, and mutual fund due diligence. He holds the Chartered Financial Analyst® (CFA) designation and is a full member of the CFA Institute and CFA Societies of Los Angeles and Orange County. Joe lives in Irvine with his wife Jennifer and daughter, Rey.

Scott began his career with Northwestern Mutual in 1997. With over 26 years of experience, he is passionately involved in helping others create a secure financial future. Scott works with business owners, high-net-worth families, and individuals. Scott has an extensive background in retirement planning and tax-efficient strategies.  He holds the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, a FINRA Series 6, 7, 63 and 66 registrations.

Scott has received numerous awards over the years, qualifying member of Northwestern Mutual Forum for 18 years. This award recognizes representatives with the highest levels of productivity and outstanding merit. In addition to this award, Scott has received other awards and has been recently recognized for 2023 Forbes Top Financial Security Professionals and 2023 Forbes Top Wealth Advisors.

Scott joined the Entrepreneurs' Organization (EO) in 2019, a dynamic network of influential business owners. As a member of the Entrepreneurs' Organization (EO), Scott aligns with a community of entrepreneurs focused on business growth, personal development, and community engagement.

Scott grew up in Chicago, Illinois and earned a Bachelor of Science Degree in Finance, from Illinois State University. He moved to California in 1997 and currently resides in Dana Point, with his wife Katie and their two daughters, Reese, and Elle. Both of his daughters are very involved in sports and actively participate in cheer.

When Scott isn't at his daughters' cheer competitions or watching them perform during San Juan Hills high school football games, he enjoys working out and playing golf at Coto De Caza Country Club. Scott and his family are members of Holy Trinity Catholic Church and give back their time volunteering at local animal shelters.

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Brady grew up in Palm Springs until moving to Orange County to start his life as a college student. At Biola University, Brady followed his two biggest passions by studying business and actively participating in a variety of social clubs. A member of the Track and Field Team and as an Associated Students Senator, Brady's leadership abilities stood out from an early age. In 2015, he graduated from Biola with honors and a Bachelor's degree in Business Management.

Brady's background in business and lifelong interest in finance - paired with his affinity for people - inspired him to start a career in financial services. Prior to graduating from Biola, Brady started the next chapter of his life at Northwestern Mutual as a part of their nationally ranked internship program. Today, Brady is a CERTIFIED FINANCIAL PLANNER™ Professional and operates as a Wealth Management Advisor with Luminate Wealth Management & Insurance Services.

Brady currently resides in Huntington Beach with his wife, Marisa, whom he met through his work at Northwestern Mutual & Luminate. Together, they have 2 daughters - McKinley and Michaela. During his free time, he can often be found golfing or traveling with family and friends. Additionally, Brady and Marisa are involved in their community and church, Rock Harbor.

As a Private Wealth Advisor for Luminate Wealth Management, Anthony helps his clients understand the complexities of finances and financial planning. He knows there is much more to it than the numbers. By incorporating a holistic financial plan that is designed around each client’s own specific needs and objectives, he is able to create a clearly defined vision and strategy towards financial independence. These strategies are centered around asset/income protection, wealth accumulation, distribution, taxes, investments, and estate planning. His goal is to deliver solutions that provide his clients peace of mind and financial confidence.

After graduating from California State University, Fullerton in 2007 with a degree in Business Management and a minor in Computer Science, Anthony started his career with Ameriprise Financial as a solo advisor. He then joined the Luminate Wealth Management team in 2010 where he continues to cultivate and build strong relationships with both new and existing clients. He holds his FINRA Series 7, 66 and California Life and Health Licenses. In 2011 Anthony attained the Chartered Life Undewriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional designations.

Anthony couldn’t do what he is doing without the support of his loving family. His wife, Ryza, and their three kids, Nathaniel, Jace, and Samantha, is what energizes him and keeps him going. Outside of financial planning you can catch him cheering his kids on at all the different sporting events, playing basketball, frequenting Disneyland, and rooting for his favorite sports teams the Lakers, Rams, and Dodgers.

Michelle Chavez is a Private Wealth Analyst at Luminate Wealth Management and Insurance Services. She is a Certified Financial Planner and holds her FINRA Series 7, Series 66, and her California Life and Health License. Michelle graduated from California State University Fullerton with a Bachelor’s degree in Business Management. Michelle joined the firm in 2015. She helps high net worth individuals achieve their financial goals & aspirations by creating a financial plan that is tailored to their needs.

Michelle currently resides in Torrance. In her spare time, Michelle loves to do yoga, read, and try out new hobbies. Michelle enjoys traveling the world with her family & friends. Michelle has two huskies, Lana and Blaze, and she loves spending time with them.

Joseph joined Luminate Wealth Management early in 2020 as a Financial Planning Analyst. He prides himself on delivering top-tier financial solutions that cater to clients with sophisticated planning needs. He graduated from California State University, Fullerton with a B.A. in Psychology and been in the Financial Services Industry for over 9 years. He attained the CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is currently pursuing additional designations. Joseph loves experiencing different cultures, food, and wine from all over the world with his lovely wife, Bianca. They live locally with their two cats, Meeko and O’Malley, and their Golden Retriever Lola.

Irene joined our team as an Associate Financial Representative in 2015 and has over 16 years in life insurance and financial planning. Previous to Luminate Wealth Management, Irene worked many years in mortgage industry as an underwriter and loan processor. Irene is executive assistant to founders, Robert Grimm and Brett Bissell. She is also Luminate’s Director of Client Relations and Marketing Manager.

Irene currently resides in Dana Point and has three grown children ((Morgan (Married to Kashiro), Ryan and Will)) who currently attend UCSD, Cal State Fullerton and Ottowa University. She also has a 2 year-old grandson, Mateo and 2-month-old granddaughter, Mila. In her spare time she enjoys spending time with family and friends, being active at the gym, studying nutrition, faith and being creative. Irene is an active member of Capo Beach Church.

Gigi was born and attended college in the Philippines. She moved to California in 1991. She and her husband, Arnold, have been married for 26 years and currently lives in Lake Forest, California with their two daughters, Danielle Louise (25), a Biology Graduate at SFSU, and Alyssa Keiko (18), a Communications major. She and her family are big foodies and enjoy trying different kinds of food, especially when travelling. Gigi used to have a home-based business where she customized cakes, cupcakes, and an assortment of other desserts. She also enjoys cooking for family and friends. Three years ago, she started a tradition of decorating her family Christmas tree with different themes that are always planned a year in advance.

Gigi joined the team in May of 2021 and has been in the financial industry since 2000. Prior to Grimm Bissell Wealth Management, she worked as a Life and Annuities New Business Case Manager for six years. She specializes in coordinating all aspects of insurance underwriting and has extensive experience in customer service. She currently holds a California Life & Health License.

Irene is the account manager of our insurance operations. She has been a member of Northwestern Mutual since 2015 and has extensive experience in client relations, insurance and financial underwriting. Irene has her bachelors degree in psychology. In her free time, Irene crochets and enjoys spending time with her husband, baby girl, and Maltipoo puppy Lily.

Irene holds California Life and Health licenses.

Jessica joined Luminate Wealth Management as a Service Associate in 2023. Her primary responsibilities include providing exceptional client service and helping to manage new accounts.

Prior to Luminate she held various roles in mortgage banking and operations. Jessica enjoys helping others and taking on new challenges.

She was born in Johannesburg, South Africa, but grew up in Arizona. She currently resides in Irvine with her spouse Joe and their Saint Bernard mix, Mozart. She loves traveling, spending time with friends and family, and trying new hobbies.

Alberto is a dedicated finance professional with a robust background in annuities. Alberto began his finance career as a relationship banker at JPMorgan Chase in 2016. Prior to that he held multiple management positions in the retail industry.

Residing in beautiful Orange County, Alberto enjoys a balanced life with his loving wife Karla and their two wonderful daughters, Kassandra, and Kaylee. Outside of his professional endeavors, Albert is passionate about family time, date nights, and watching sports.

Alberto currently hold FINRA Series 6 & 63 licenses.

Emily joined the team in January 2023 as Client Service Coordinator. She comes from a background in Sales Support within the solar industry where she oversaw managing dealers’ schedules and bringing in new clientele.

Emily is currently attending the University of LA for her bachelor’s degree in health science. She resides in Corona with her two cats Mia and Milton, and her Australian shepherd Benny. Her hobbies consist of: going on hikes overlooking the beach with her fiancé, trips to Hawaii and parasailing, trying new restaurants and most of all spending time with family.