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Who We Are
What We Do
Who We Serve

Our Team

Asa W. Graves Vll, CFA ®
J. Douglas Light
Jeffrey G. Lenhart , JD, LLM, CFP ®
A. Wesley Graves, Vl
Jason Fink, PhD
Kathleen M. Graves, JD

How We’re Different

Big-Picture Planning
Flexibility & Control
Save & Grow

Asa W. Graves VII, CFA ®

Partner | President & Chief Investment Officer

J. Douglas Light

Partner | Director of Wealth Management

Jeffrey G. Lenhart, JD,
LLM, CFP®

Partner | Director of Wealth Strategies & Chief Compliance Officer

A. Wesley Graves, VI

Director of Wealth Management

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Ashley "Ash" Heatwole,
CFA®

Associate Director of Wealth Management, Portfolio Manager

How We're Different

Financial Planner Asa Graves

ASA W. GRAVES VII, CFA®

Partner | President & Chief Investment Officer

Financial Planner J Douglas Light

J. DOUGLAS LIGHT

Partner | Director of Wealth Management

Financial Planner Jeff Lenhart

JEFFREY G. LENHART, JD, LLM, CFP®

Partner | Director of Wealth Strategies & Chief Compliance Officer

Financial Planner A Wesley Graves

A. WESLEY GRAVES, VI

Director of Wealth Management

Financial Planner Jason Fink

JASON FINK, PHD

Director of Research

Financial Planner Kathleen Graves

KATHLEEN M. GRAVES, JD

Compliance Manager

Ashley Heatwole, Chartered Financial Analyst

Ashley "Ash" Heatwole,
CFA®

Associate Director of Wealth Management &
Portfolio Manager

Let’s Talk.

Email or Call: 540-433-3076

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