Our Team

K. Larry Hastie's Portrait K. Larry Hastie

Managing Director
H. Todd Kephart's Portrait H. Todd Kephart

Vice President and Portfolio Manager
Karen A. Chapell's Portrait Karen A. Chapell

Vice President and Portfolio Manager
R. Griffith McDonald's Portrait R. Griffith McDonald

Managing Director
Brock E. Hastie's Portrait Brock E. Hastie

Vice President and Portfolio Manager
John Goff's Portrait John Goff

Vice President and Portfolio Manager
Lisa Myers

Operations and Compliance Manager
Aaron Tanner

Client Services Manager
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Senior Corporate Administrator
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Financial Analyst
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Financial Analyst
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Financial Analyst
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Senior Account Manager
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Financial Services Associate
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Financial Services Associate
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Receptionist
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Investment Analyst

Learn more about

Our Team

Managing your

University TIAA-CREF
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts