Author Archive for: estland

Entries by estland

Are You At Risk Of Identity Theft Or Fraud?

Identity theft and fraud can seriously complicate everyday living. With more time spent online shopping and doing business, it’s easier than ever before to become a victim. Check out this guide to determine your risk level.

Expanded Taxpayer COVID-related Relief

Additional COVID-related Relief Is Here  In a recent notice, the Internal Revenue Service recently expanded taxpayer relief related to required minimum distributions (RMDs) for 2020.  The CARES Act, passed earlier this year, allowed certain taxpayers to forgo taking their RMD in 2020; it also provided limited opportunities to return RMDs taken earlier in the year.  […]

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