Author Archive for: estland

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Q2 2022 Newsletter

Going into 2022, we expected the financial markets to experience heightened volatility given the likely
friction emanating from the anticipated Federal Reserve’s change in monetary policy against many richly
valued financial markets.

Asa W. Graves VII, CFA®

Principal | President & Chief Investment Officer

J. Douglas Light

Principal | Director of Wealth Management

Jeffrey G. Lenhart, JD, LLM, CFP®

Principal | Director of Wealth Strategies & Chief Compliance Officer

A. Wesley Graves, VI

Director of Wealth Management

Ashley “Ash” Heatwole, CFA®, CFP®

Principal | Director of Wealth Management

Nicholas A. Perrine, CPA, CFP®

Principal | Director of Wealth Strategies

Ryan P. Waid, JD, LLM, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan

Senior Client Associate