Daniel Grossman, AIF®
Founding Principal
Daniel is a founding principal with Acorn Financial and an Investment Adviser Representative of Commonwealth Financial Network®. He has a passion for helping individuals, couples, and families create the financial lives they desire, by providing comprehensive planning and investment advice.
After completing his degree in Economics at the University of California, Santa Barbara, Daniel joined Mercer Global Advisors, a national financial planning firm. He traveled throughout the United States, helping to provide customized business and personal financial planning to medical professionals.
After Mercer, Daniel spent time in the high-tech world as a business development manager, creating strategic relationships for two technology firms, Optronics Engineering and NuMega Technologies. In 2002 Daniel returned to his first passion, financial planning, and in 2004 joined with Carl Hefflefinger, CFP® to realize a shared vision of providing sound planning and investment advice. The creation of Acorn Financial in 2008 is an integral part of that vision.
When Daniel is not in the office, he can be found at a family activity, ballroom dancing with his bride, reading, or doing work in the non-profit world.
Affiliations:
Carl Hefflefinger, CFP®, AIF®
Founding Principal
Carl has spent over 20 years in the financial services industry. He is a CERTIFIED FINANCIAL PLANNERTM Practitioner with Acorn Financial and an Investment Adviser Representative of Commonwealth Financial Network. Carl specializes in helping individuals, couples, and families develop and implement sound financial strategies for the future.
Carl has a bachelor's degree from WPI. He moved to Nashua, NH, in 1982 and spent six years with Teradyne as an engineer and sales engineer. In 1988, he joined a financial services firm in Boston, before joining Commonwealth and then becoming an independent advisor in 2002. He began a business partnership with Daniel Grossman in 2004 with the vision of creating an ideal environment for providing sound advice to clients. The creation of Acorn Financial in 2008 is an integral part of that vision.
Carl and his family live in Amherst, NH, and when not working he can be found training for triathlons, skiing, or playing golf.
Affiliations:
Brenda Dwyer
Brenda joined our team in May of 2007, bringing over 25 years of experience in accounting and office management. She manages the office for Acorn Financial, and also provides client service and support.
Brenda graduated from the University of Massachusetts with a BS in Accounting. She and her husband have lived in Nashua, NH, since 1979 and have two grown sons and a new daughter-in-law. She also enjoys exercising, playing golf, and traveling to warmer climates.
Kimberly Hamel Kim joined our team in September of 2006, bringing over 10 years of experience in administrative support. Kim handles all aspects of client service and support. Kim graduated from Northern Essex Community College with an associate's degree in Criminal Justice. She has resided in NH for the past 16 years and, when not working, she enjoys spending time with her husband and three children.
Cynthia Keyes
Cynthia joined our team in September 2010, bringing more than 30 years of advanced office administrative experience. She handles various client service requirements and administrative support.
Cynthia attended Rivier College's Business Administration program. She resides in Wilton with her husband and their chocolate lab, Sydney, and enjoys traveling to Sanibel Island, FL, in her free time.
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