Archive for category: Firm In The Industry

Ash Spoke At J.P. Morgan’s ETF Symposium

Ash Heatwole recently spoke at a symposium hosted by J.P. Morgan Asset Management in New York.

Asa W. Graves VII, CFA®

Principal | President & Chief Investment Officer

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

J. Douglas LightRetired Effective October 1st

Principal | Director of Wealth Management