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Meet Aimee
Aimee has over 25 years of experience serving individual and privately held companies. Her mission is to be a business advisor to the clients she serves and to provide them with exceptional customer service through delivering tax planning, consulting, and client accounting services. She holds both the CFP® and CVA designations and applies this knowledge to her client relationships.
Aimee and her husband Blake both grew up in Lexington, and after completing college, they chose to return to the Triad, where they now reside in High Point. They are proud parents to two daughters, Mollie and Madeline. Outside of work, Aimee loves to travel, often visiting her daughters at their out-of-state colleges. She also enjoys unwinding with a calming yoga session and exploring other activities that bring balance to her life.
Highlights
- Over 25 years of experience serving individuals and privately held businesses
- Industries served – real estate, distribution, manufacturing, food service, medical, professional services, and retail
- Specialties include – client accounting services and tax planning and compliance
- NC CPA License #28140
- Designations – CFP®, CVA