G. Bryon Gragg Jr, CPA/PFS
(704) 482-2001 ext 1
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Bryon enjoys helping his clients develop and live a custom financial plan tailored to their individual needs, goals and desires. With over 25 years of experience providing financial advice, he has the knowledge and professional team members to address each client’s unique problems and provide them with unique solutions.
Bryon is passionate about putting financial pieces together, whether it is investments, income taxes, estate planning or insurance. His financial team includes an extensive group of money managers, estate attorneys, and pension consultants as well as other CPAs to make sure his clients are receiving accurate, comprehensive, and objective advice.
As a trusted advisor to both individuals and closely held businesses, Bryon believes that great care and responsibility must be followed when one is entrusted with giving financial advice. Once a long term plan is developed, Bryon is there to guide his clients through life’s uncertain journey, taking a balanced approach to make sure their goals stay in sight.
Bryon graduated from Appalachian State University with a BS in Business Administration in Accounting. He is a Personal Financial Specialist (PFS) as accredited by the American Institute of Certified Public Accountants and his firm is a Registered Investment Advisor licensed in the State of North Carolina. He is a member of the Carolinas Healthcare System Board of Advisors, a member of the Carolinas Healthcare System-Cleveland Advisory Board, Chairman of the Healthcare Foundation of Cleveland County, former chairman of the Cleveland County Family YMCA, a board member of the Cleveland Community College Foundation and a Rotarian with the Shelby Rotary Club. Bryon learned leadership skills as an Eagle Scout and believes in the message of “Leave this world a little better than you found it”. Bryon, his wife Allison, and youngest son Miles reside in Shelby, North Carolina while his oldest son Easton attends Wake Forest University.
Jay Gragg, CPA/PFS
(704)-482-2001 ext 3
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As managing partner of Gragg & Gragg, LLP, Jay Gragg is committed to providing quality, customized services to his diverse clients. Since joining the firm in 1994 and becoming a partner in 2000, Jay has assisted in the transformation of Gragg & Gragg LLP from a traditional CPA firm focusing completely on taxes and the preparation of financial statements to a broad-based financial planning and investment advisory firm.
In a business which is traditionally thought of as very dry, Jay strives to make it both an enjoyable and educational experience for his clients. He has been referred to by clients as, “The only CPA I’ve ever met with a sense of humor.” Most of his time is dedicated to educating clients, assisting them in identifying their needs, guiding them through the process and making sure they stay aware of what is really important as they strive to reach their goals.
In addition to being a CPA, Jay is also a Personal Financial Specialist accredited by the American Institute of Certified Public Accountants. He graduated from Appalachian State University with a Bachelor of Science in Sociology and a Bachelor of Science in Business Administration with a concentration in Accounting. Of the degree in Sociology he jokes that “It’s not as useless in my current business as you might think, we’re all about helping people!” He sums up his work by paraphrasing Walter Lippmann: People are sitting in the shade today because someone before them had the foresight to plant a tree.
Because Jay believes in giving back to the community, he serves various non-profit organizations in the area. He is past president of the Shelby Rotary Breakfast Club and the Cleveland County Arts Council. He has also served, or is serving, on such diverse organizations as Destination Cleveland County, The Uptown Shelby Association, Life Enrichment Center of Cleveland County, and the Transportation Administration of Cleveland County. Jay is an Eagle Scout and holds a deep appreciation for nature. In his spare time Jay enjoys reading and music. As an avid collector of music, he has one of the most diverse collections in the area ranging from compact discs, to 78s dating back to the 1920’s.