Terrance Hennessy III is a CFP® with six years of industry experience, currently serving as an advisor at Graver Capital Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Northwestern Mutual, and managing operations at the Claire de Leigh restaurant. In addition to his advisory work, he maintains an agent role for fixed and traditional insurance products. Graver Capital Management provides wealth management services to individuals, high net worth clients, trusts, and estates, combining financial planning with discretionary investment management. The firm manages approximately $153.5 million in assets and offers customized portfolios utilizing low-cost mutual funds and ETFs, alongside selective use of equities and alternative investments.

James Graver is an advisor with Graver Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, G2 Capital Management, and Wachovia Securities Financial Network. He serves on the Regional Advisory Board of State Bank & Trust Company. Graver Capital Management provides wealth management services combining financial planning and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm manages approximately $153.5 million on a discretionary basis, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual equities, and alternative investments, with regular account monitoring and formal annual reviews.