Our Team

Brock E. Hastie

H. Todd Kephart, CFP®

Karen A. Chapell

John Goff, CFP®

Evan LeRoy

Megan Flynn, CFA®

Lyn Breen

Hank Peyser

Russ Holznagle

Lisa M. Myers, IACCP®

Aaron Tanner

Amy Holzer, MBA

Joe Kettinger, CFP®

John W. Bailey, CFP®, ABFP®

Diane Gallup

Kandyce Walker

Amy Viola

Shannon Oziemski

Kim Keith

Kathy Chesney

Amarsha Freeman-James

Monte Bishop

Ally Ylo Wadas

Cameron Chapell

Sachin Nagarajan

Robert Genereaux, CFP®

Alex LaLonde

Ash Khamar

Lynn Bishop

Paul Belser

Brandon Brown

Erin Voss

Colleen Jeruzal