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.
Highlights
- 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