Graham is a born and raised Vermonter and has over 10 years of financial experience, including roles in accounting and tax preparation, investment management, and comprehensive financial planning and wealth management. Graham is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about lifelong learning. He enjoys using this natural curiosity to continue to improve his ability to help clients.

Graham lives in Essex, VT with his wife, Meg, and their golden retriever, Bruce. He’s an avid golfer, and enjoys skiing, hiking, and spending time on Lake Champlain.