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

Lisa Myers, IACCP®

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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Senior Investment Analyst

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Investment Analyst

Managing your

University TIAA-CREF
and Fidelity Accounts

Managing your

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