CERTIFIED FINANCIAL PLANNER™
Graham is a CERTIFIED FINANCIAL PLANNER™. He will focus on expanding our current financial planning capabilities to help our clients achieve their goals and dreams.
Since graduating in 2011, Magna Cum Laude from Saint Michael’s College in Vermont, Graham has held roles as accountant, investment analyst, portfolio manager, and assistant financial planner at Voigt Capital Management. He has served high net worth individuals, family offices, and institutional investors.
He found his way to us due to his passion for helping clients be prepared for life’s curve balls and our mutual commitment to CANI–constant and never-ending improvement. We feel lucky to have him on our team.