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
Pamela Loduca-Massa CFP®'s Portrait Pamela Loduca-Massa CFP®

Senior Vice President and Portfolio Manager
.(JavaScript must be enabled to view this email address)

Chief Operating/Financial Officer
Lisa Myers, IACCP®

Vice President of Compliance and Operations
Aaron Tanner

Vice President of Client Experience
.(JavaScript must be enabled to view this email address)

Senior Corporate Administrator
.(JavaScript must be enabled to view this email address)

Receptionist
.(JavaScript must be enabled to view this email address)

Financial Analyst
.(JavaScript must be enabled to view this email address)

Financial Analyst
.(JavaScript must be enabled to view this email address)

Investment Analyst
.(JavaScript must be enabled to view this email address)

Financial Services Associate
.(JavaScript must be enabled to view this email address)

Investment Analyst
.(JavaScript must be enabled to view this email address)

Financial Services Associate
.(JavaScript must be enabled to view this email address)

Investment Analyst
.(JavaScript must be enabled to view this email address)

Financial Services Associate
.(JavaScript must be enabled to view this email address)

Investment Analyst
.(JavaScript must be enabled to view this email address)

Financial Services Associate
.(JavaScript must be enabled to view this email address)

Senior Trading Operations Analyst
.(JavaScript must be enabled to view this email address)

Receptionist

Learn more about

Our Team

Managing your

University TIAA
and Fidelity Accounts

Managing your

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