James M. Shepherd, CPA/PFS, CFP®, AIF®
           
Jim is President and CEO and a founding shareholder of KSKA, and Senior Vice President and shareholder of KSA He received a Bachelor of Science degree from Polytechnic Institute and State University; a Post Baccalaureate Certificate in Accounting from Virginia Commonwealth University, and a Master of Science degree in Financial Planning from the College for Financial Planning.

Jim is a representative of KSKA. He serves on the Investment Policy Committee and is a member of the Executive Committee which directs firm policy and future development for both of the affiliated firms. Commitment to community service and actively serving his profession at all levels are integral parts of Jim’s life.

H. William Kuehl, Jr., CPA/PFS, CFP®

Bill is Chairman and a founding shareholder of KSKA, as well as President and founding shareholder of KSA. He received his Bachelor of Commerce degree in Accounting from the University of Richmond. He was a founding member of the American Institute of Certified Public Accountants’ Financial Planning Division.

A representative of KSKA, registered investment adviser, Bill is a member of the Investment Policy Committee. He is a member of the Executive Committee which directs firm policy and future development for both of the affiliated firms. Bill’s commitment to professional associations and his participation on several foundation boards are profoundly important to him.

Nancy R. Kuehl

Nancy is Senior Vice President and a founding shareholder of KSKA, and Senior Vice President and shareholder of KSA. She serves as the Chief Compliance Officer (CCO) for KSKA where she sets the tone for compliance and adherence to the Securities and Exchange Commission’s requirements for registered investment advisory firms. She is a member of the Executive Committee which directs firm policy and future development for both of the affiliated firms. Nancy is actively involved in her church and other charitable endeavors to which she is devoted.

David A. Kozlowski, CFP®, AIF®

Dave is Senior Vice President of KSKA, and Senior Vice President of KSA, and a shareholder in both firms. He received his Bachelor of Business Administration Degree in Finance from James Madison University, and a Master of Science Degree in Financial Planning from the College for Financial Planning. A representative of KSKA, registered investment adviser, Dave is a member of the Executive Committee, the Management Committee and the Investment Policy Committee.

Dave has served in various capacities on several professional boards and is currently serving on the school board of Veritas Classical Christian School.

Phyllis L. Reynolds, CPA

Phyllis (Jenna) came to us in 1995 – making her one of the longest employed members of our team. She is Vice President and Treasurer of the two affiliated companies, KSKA and KSA. She is a shareholder of both firms. Jenna received both her BS in Community Services and her MBA from Virginia Commonwealth University. Jenna is actively involved with her church’s development programs.

Julie A. Waitman

Julie joined our team in 1998. Julie is Vice President of Operations and Trading and Compliance for KSKA, and Vice President of KSA. She is a shareholder of both firms and a member of the Investment Policy Committee and Management Committee. She is a representative of KSKA, registered investment adviser. Julie received her Bachelor of Science degree in Finance from Virginia Commonwealth University. Julie volunteers with several charitable organizations where she holds leadership roles.

Edward L. Hoppe, III, CPA/PFS, CFP®, AIF®

Ed has been with the affiliated firms since 2004. He is Vice President of Financial Planning and Taxation for KSA, and a Vice President of KSKA. He is a shareholder of both firms and a member of the Investment Policy Committee and Management Committee. He is a representative of KSKA, registered investment adviser. Ed holds a Bachelor of Science degree in Commerce from the University of Virginia, as well as a Master of Science in Accounting from the University of Virginia. He has held leadership roles in several professional associations. Ed currently serves as an elder at Grace Community Presbyterian Church.

Rachel M. McCaffrey

A member of the tax team since 2005, Rachel is the Manager of the tax group where she supervises tax preparation for the clients of KSA. Rachel serves both individual and small business tax clients and provides tax consulting services to clients with domestic and international taxation issues. Rachel is a graduate of Virginia Polytechnic Institute and State University. She received a Bachelor of Arts degree in International Studies, with a concentration in Business.

David A. Griffin, CPA, CFP®

A dedicated employee since 1997, David is a tax associate at KSA. His previous years of employment with the Internal Revenue Service enhance David’s ability to serve both small businesses and individual clients in the areas of tax preparation and consulting. He received his Bachelor of Arts degree from Radford University, majoring in Accounting. David is also a representative of KSKA, registered investment adviser.

Barbara B. Lyons

Since 1997, Barbara’s position in the operations department of KSKA has allowed her to provide our clients with support relating to cashiering and various administrative questions. Barbara processes clients’ annual required minimum distributions and tax deferred contributions and is a familiar resource for account related questions. Barbara is the document retention specialist for KSKA and KSA, which allows our firm to compete more efficiently in this ever changing technological environment. Barbara received her BA from Shaw University in Raleigh, North Carolina.

Wilbert M. Wilson, CPA

Employed since 1997, Wilbert’s (Buddy’s) duties with the affiliated firms are numerous. He is responsible for technology support for the entire office and assists our clients interested in obtaining e-statements or online access to our KSKA website. He is experienced in helping new clients navigate the transfer process as they become clients of KSKA. Buddy is also a wonderful resource for clients looking for the most efficient solution to changes in account titling. He is a graduate of Virginia Commonwealth University where he received his Bachelor of Science degree in Accounting. He also holds a Masters in Business Administration from the University of Richmond.

Michael G. Roeder, CFP®

A member of the team since 2005, Mike is a financial planner for KSA, assisting clients through the financial planning process. He is also a representative of KSKA, registered investment adviser, where he is directly involved in client asset management. Mike earned his Bachelor of Science degree from Virginia Polytechnic Institute and State University with a concentration in Family Financial Management.

William J. Lagos, Jr., CFP®, ChFC®

Part of the team since 2006, Will is a financial planner for KSA, where he helps direct clients through the financial planning process. He is a representative of KSKA, registered investment adviser, where he is directly involved in client asset management. Will received his Bachelor of Arts degree in Economics with a minor in Psychology from Wake Forest University in Winston-Salem, North Carolina.

Stephanie L. Shepherd

Stephanie became part of our team in 2006. She is a representative of KSKA, registered investment adviser. Stephanie handles client account billing and special projects for the investment firm. She speaks frequently with our clients and is an excellent contact for any questions relating to investment accounts. She received her B.S. in Business Administration from Mary Washington College, Fredericksburg, Virginia.

Rebecca G. Hedrick

In 2007, Rebecca took over as Jim’s executive assistant. In addition to organizing his busy schedule, she assists clients in a very efficient and professional manner. Her vast administrative duties also include assisting the tax department and the Treasurer with ad hoc projects. Rebecca possesses strong written and verbal communication skills. She has been involved with several very successful charitable drives.

Brian J. Welch

Brian joined our team 2007. He is in charge of monitoring performance and trading accounts on an on-going basis. He also monitors proxy voting and class action suits – and works directly with compliance to assure tight controls. Brian graduated from Virginia Military Institute with a Bachelor of Arts in Economics and Business.

Kate V. Cardillo, CFP®

Beginning in 2008, Kate joined the team as a Financial Planner to work hand in hand with clients and assist them through the financial planning process. Kate joins our firm with over 5 years of financial planning and investment experience. She graduated from the University of Richmond with her Bachelor of Science degree in Business Administration with concentrations in International Business and Marketing, and a minor in Spanish. Outside of the office, Kate volunteers for several community organizations including Comfort Zone Camp.

Donna D. Hodgson

In 2008, Donna assumed a new administrative role for both KSKA and KSA. She is the first person you speak with when you contact our firm and she oversees our client contact database. She comes to us with 11 years of administrative experience and strong organizational skills. She obtained her Associates degree in Applied Sciences from Jefferson Community College in Ohio and her Bachelor’s degree in Human Resources from Colorado Technical Institute.