Our Pledge

As your investment and financial advisors, we promise you that, throughout all the years we work together, you will never find another investment advisor who will care as much about you and your family. You will not find an advisor who will be more committed to achieving success for your financial goals. And you will never find an advisor you can trust more than the individuals on our team.

As a fee-only advisor, we act as a “fiduciary” with respect to your financial affairs. This means that we must place your interests ahead of ours and make prudent recommendations when providing advice to you, and that is what we promise to do.

We make no promises of returns. We can’t and won’t. We do, however, promise you that you will receive outstanding service and that we will work as diligently as we can with the investments that you have entrusted to us. 

We commit to tell you the truth, even when you may not want to hear it. If you ask a question to which we do not know the answer, we will work to find the answer.

We will treat your account as carefully as if it were our own because we know that your hopes for your family’s future are every bit as sacred to you as ours are for our families.

Brock HastieKaren ChapellTodd KephartJohn Goff
Larry HastieGriff McDonald, Pamela Loduca-Massa

Managing your

University TIAA
and Fidelity Accounts

Managing your

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