Cybersecurity

Cybersecurity Best Practices

July 23, 2025

This video presentation includes updates on current trends and news related to the third quarter of 2025.

Person typing on computer learning about the Secure 2.0 Act chnages.

Your identity has been stolen; now what?

February 16, 2023

Previously, we circulated information on steps that you should take to avoid having your identity stolen and vigilance remains your best defense, but what should you do if those efforts fail, and you find that you have become a victim of identity theft?

An Important Message For Our Clients

January 25, 2023

Fraud has become a big business, and no person is immune. Read below for 10 actionable steps you can take to help protect your accounts.

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