I began my career in 2001 with UBS where I completed extensive training and passed the CFP® exam. Even while enduring the awful market decline in 2008-09 at Merrill Lynch, I’ve never wavered in believing that I was meant to be a financial advisor. While with a regional firm from 2012 to 2018 I was able to focus on developing deeper personal relationships with clients. I am proud that over 90% of those clients joined me as I began Graham Wealth Management in 2019.

I am a proud husband (Jill, 1996) and father of two sons (Brennan, 2003, Braeden, 2006), and father to two loving tail-waggers (Abbey 2013, Sadie 2017). I’m truly blessed with a wonderful family. We have called Prosper, TX home since 2017.

Prior to becoming a stay at home mom, I served as executive assistant to the CFO of Lone Star Technologies, Inc. as well as the Vice President & Controller of Mary Kay Holding Corp. I Enjoyed my career and working outside the home. In addition to purpose and challenging life experience, I learned skills to effectively and efficiently run an office or a household. I am excited to be back in the professional world and doing so along side my husband. While I enjoyed being at home with our boys (Brennan & Braeden) its time for our best work yet.