Retirement Income Solutions

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

Pamela Loduca-Massa CFP®'s Portrait

Pamela Loduca-Massa CFP® Senior Vice President and Portfolio Manager

Evan LeRoy's Portrait

Evan LeRoy Portfolio Manager

Megan Flynn CFA®'s Portrait

Megan Flynn CFA® Portfolio Manager

Russell A. Holznagle Chief Operating/Financial Officer

Lisa Myers, IACCP® Vice President of Compliance and Operations

Aaron Tanner Vice President of Client Services

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