McWhorter, Aimee S.

Aimee S. McWhorter

Tax and Client Accounting Services Partner


  • UNC Chapel Hill – B.S. Business Administration
  • 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
  • Family Service of HP Foundation – Past Board Trustee
  • J. Smith Young YMCA Endowment Board – Member
  • J. Smith Young YMCA Board – Former Treasurer and Secretary
  • NAIOP Triad – Past Treasurer
  • First Presbyterian Church of Lexington – Former Moderator of Diaconate
  • Lexington Memorial Hospital Foundation Board – Former Member
  • Hospice of Davidson County Board – Former Member
  • Westchester Country Day – Former Trustee and Asset Management Committee Member
  • Top 40 Under 40 Award 2015
  • Women in Business Award 2016

Meet Aimee

Aimee has over 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 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. 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, which often includes supporting her children in horseback competitions and other activities.


  • Over 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 – client accounting services and tax planning and compliance
  • NC CPA License #28140
  • Designations – CFP®, CVA
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