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About
Our Team
Our Team
Brock E. Hastie
H. Todd Kephart, CFP®
Karen A. Chapell
John Goff, CFP®
Pamela Loduca-Massa, CFP®
Lyn Breen
Evan LeRoy
Megan Flynn, CFA®
Russ Holznagle
Lisa M. Myers, IACCP®
Aaron Tanner
Amy Holzer, MBA
Bobette Cianteo
Diane Gallup
Kandyce Walker
Amy Viola
Shannon Oziemski
Brandon Brown
Amarsha Freeman-James
Joe Kettinger, CFP®
Alex LaLonde
Monte Bishop
Ally Ylo
John Bailey
Cameron Chapell
Lynn Bishop
Robert Genereaux
Nancy Weinmann
Erin Voss
Corinne Painter
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About
History
Our Team
Giving Back
Values
Approach
Fee-Only Financial Planning
Independent Financial Advisors
Process & Guiding Methods
Services
Wealth Management
Comprehensive Financial Planning
Case Studies
Education
Market Perspectives
Terminology
Contact Us
Client Access
Latest News