Giving Back To The Community We Know & Love.
Financial Advisors Lend A Helping Hand.
Our financial advisors take great pride in contributing to the organizations and programs that make Harrisonburg and the Shenandoah Valley such a wonderful place to live and work. We invite you to learn more about these important organizations in our community. Our financial advisors volunteer countless hours to help these organizations thrive:
Boys & Girls Club of Harrisonburg & Rockingham County
Doug Light formerly served as President of the Boys & Girls Club of Harrisonburg and Rockingham County and currently serves on their advisory committee.
Learn more about the Boys & Girls Club of Harrisonburg & Rockingham County
Sunnyside Communities
Jeff Lenhart has served on the Board of Trustees at Sunnyside Communities since 2018.
City of Harrisonburg Economic Development Advisory Committee
Doug Light formerly served on the Economic Development Advisory Committee for the City of Harrisonburg.
Arts Council of the Valley
Doug Light is an Honorary Board member at the Arts Council of the Valley, having served on the board since 2007.
The Community Foundation of Harrisonburg & Rockingham County
Jason Fink formerly served on the Board of Directors for The Community Foundation of Harrisonburg & Rockingham County.
Kathleen Graves formerly served on the Governance and Grant Committees and on the Board of Directors for The Community Foundation of Harrisonburg & Rockingham County.
Shenandoah Valley Airport
Doug Light formerly served on the Shenandoah Valley Airport Ambassador Committee.
Blue Ridge Area Food Bank
Nick Perrine formerly served on the Board of Directors for the Blue Ridge Area Food Bank.
Rotary Club of Harrisonburg
Ash Heatwole has served on the Board of Directors for the Rotary Club of Harrisonburg since 2023.
JMU Young Life
Ash Heatwole has served on the Board of Directors for JMU Young Life since 2024.
Our Economic Contributions To Our Community.
In addition to our volunteer efforts, we’re proud to support local nonprofits and organizations in our community with monetary donations.
We Build Relationships In Our Community.
One of the differences between our wealth management firm and others is the long-term relationships that we build with our clients and community. We’ve worked with many of our clients for years and some for decades. Those relationships are important to us and we believe that by responsibly managing our clients’ assets and protecting their wealth, we are contributing to a thriving Harrisonburg and Rockingham County. We encourage you to make a contribution to your favorite nonprofit organization and reach out to one of our financial advisors to start taking a big picture approach to wealth management.
