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

In 2021, The Boys & Girls Club of Harrisonburg and Rockingham County appointed Doug Light as President after being a member of the Board of Directors since 2015.

Learn more about the Boys & Girls Club of Harrisonburg & Rockingham County

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Sunnyside Communities

Jeff Lenhart has served on the Board of Trustees at Sunnyside Communities since 2018.

Learn more about Sunnyside Communities

Bridgewater College

Wesley Graves has served on the Board of Trustees for Bridgewater College since 2007. Bridgewater College is a private liberal arts college located in Bridgewater, VA. Since 1880, the school has provided superb educational opportunities to diverse students.

Learn more about Bridgewater College

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City of Harrisonburg Economic Development Advisory Committee

Doug Light is proud to sit on the Economic Development Advisory Committee for the City of Harrisonburg.

Learn More About This Committee

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.

Learn More About the Arts Council of the Valley

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The Community Foundation of Harrisonburg & Rockingham County

Jason Fink is our Director of Research and currently serves on the Board of Directors for The Community Foundation of Harrisonburg & Rockingham County.

Kathleen Graves is our Compliance Manager and serves on the Governance and Grant Committees for the Community Foundation.

Learn More About The Community Foundation

Shenandoah Valley Airport

Doug Light has served on the Shenandoah Valley Airport Ambassador Committee since 2021.

Learn more about Shenandoah Valley Airport.

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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.

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virginia poultry federation logo
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schultz theatre logo
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blue ridge area food bank logo
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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.

Gain Peace of Mind.