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Meet the Team

At our firm, we have the client—and only the client—in mind.

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family trying to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, we can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to see my clients reach their goals.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

JC Graham, CFP©

Portfolio Manager

(972) 736-8080

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 at Merrill Lynch, I’ve never wavered in the felling that I was meant to be a financial professional.  From 2012 to 2018 at Hilltop Securities, I have built deeper and stronger relationships with clients and now take great pride in them all joining me as I reach the peak of my career in launching Graham Wealth Management. 

I am a proud husband and father of two.  I enjoy travel, golf, and fishing when possible.  I happily reside in Prosper, TX. 

Jill Graham

Client Service Associate

(972) 736-8080

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. They brought me purpose and challenging life experiences that would carry me through this phase of my life. Also, I learned the necessary skills to effectively and efficiently run an office or a household. I am excited to be back in the working world and being able to do so along side my husband. While I enjoyed being at home with our boys (Brennan, 2003 & Braeden, 2006) the time is right for our next endeavor.

 

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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