McWhorter, Aimee S.

Aimee S. McWhorter

Tax Partner

EDUCATION

  • UNC Chapel Hill – B.S. Accounting
  • University of Pittsburgh – Semester at Sea
  • UNC Chapel Hill – Masters of Accounting

Community Involvement

  • American Institute of Certified Public Accountants – Member
  • North Carolina Association of Certified Public Accountants – Member
  • National Association of Certified Valuators and Analysts – Member
  • Charity League of Lexington – Member and Former Financial Management Chair
  • Westchester Country Day Board of Trustees – Member
  • Westchester Country Day Asset Management Committee – Member
  • J. Smith Young YMCA Endowment Board – Member
  • J. Smith Young YMCA Board – Former Treasurer and Secretary
  • First Presbyterian Church of Lexington – Former Moderator of Diaconate
  • Lexington Memorial Hospital Foundation Board – Former Member
  • Hospice of Davidson County Board – Former Member
  • Top 40 Under 40 Award 2015
  • Women in Business Award 2016

Meet Aimee

Aimee has nearly 20 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 business 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.  After college, they decided to return home to the Triad and currently live in High Point.  They have two daughters, Mollie and Madeline. Away from the office, Aimee enjoys travel and spending time at the beach with her family.

Highlights

  • Nearly 20 years of experience serving individuals and privately-held businesses
  • Industries served – real estate, distribution, manufacturing, food service, medical, professional services, and retail
  • Specialties include – business services and tax planning and compliance
  • NC CPA License #28140
  • Designations – CFP®, CVA
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