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.