Meet Dana Graves, CFP® MPAS®

Dana is a graduate of Wingate University and has worked in the financial services industry for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ and also has a Master’s Degree in Personal Financial Planning. In 1999, Dana helped start JPS Wealth Management, a firm founded on the principles of sound advice, personal service, transparency and integrity.  In 2011, he and his business partners expanded the firm and rebranded as Paragon Financial. His son, Luke, joined the firm in 2020.  After relocating to South Carolina, Dana and Luke partnered together to launch Graves Wealth Management in January 2025. Firm names and locations change, but the tradition of building friendships and helping clients navigate their financial lives will continue to be the priority that has seen Dana’s practice grow for 30 consecutive years.

Dana has been married to his wife, Katie, for 30 years. His happy place is with his wife, kids and grandkids, playing games, pickleball, hiking and working on the farm.