Q4 2021 Newsletter
Our 4th Quarter Newsletter for our valued clients.
Q3 2021 Newsletter
Our 3rd Quarter Market Report
Q1 2021 Newsletter
This newsletter provides updated information to keep our clients informed!
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
