Our Team

Brock E. Hastie

H. Todd Kephart, CFP®, ChFC®, CLU®, CMFC®, CRPC®, ABFP®

Karen A. Chapell

John Goff, CFP®

Evan LeRoy

Megan Flynn, CFA®

Lyn Breen, CFP®

Hank Peyser

Joe Kettinger, CFP®, ChFC®

Kevin J. Decker, CFP®, CTFA

John W. Bailey, CFP®, ABFP®

Russ Holznagle

Lisa M. Myers, IACCP®

Aaron Tanner

Amy Holzer, MBA

Diane Gallup

Kandyce Walker

Amy Viola

Shannon Oziemski

Kim Keith

Kathy Chesney

Colleen Jeruzal

Amarsha Freeman-James

Monte Bishop

Ally Ylo Wadas

Cameron Chapell, CFP®

Sachin Nagarajan

Robert Genereaux, CFP®

Alex LaLonde

Ash Khamar

Lynn Bishop

Paul Belser

Steven R. Dobrovich II

Brandon Brown

Erin Voss

Lindy Harris

Mckenzie Goff

Christi Banner