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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Senior Corporate Administrator
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Receptionist
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Financial Analyst
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Financial Analyst
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Investment Analyst
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Financial Services Associate
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Investment Analyst
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Financial Services Associate
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Investment Analyst/Relationship Manager
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Financial Services Associate
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Investment Analyst
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Senior Trading Operations Analyst
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Receptionist
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Financial Services Associate
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Receptionist
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Financial Services Associate

Learn more about

Our Team

Managing your

University TIAA
and Fidelity Accounts

Managing your

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