Our Team

K. Larry Hastie's Portrait K. Larry Hastie

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

Managing Partner
Karen A. Chapell's Portrait Karen A. Chapell

Managing Partner
R. Griffith McDonald's Portrait R. Griffith McDonald

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

Managing Partner
John Goff CFP®'s Portrait John Goff CFP®

Managing Partner
Margaret Kephart CRPC®'s Portrait Margaret Kephart CRPC®

Senior Vice President and Portfolio Manager
Pamela Loduca-Massa CFP®'s Portrait Pamela Loduca-Massa CFP®

Senior Vice President and Portfolio Manager
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Chief Operating/Financial Officer
Lisa Myers, IACCP®

Operations and Compliance Manager
Aaron Tanner

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

Learn more about

Our Team

Managing your

University TIAA-CREF
and Fidelity Accounts

Managing your

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