Katie Keppler is a Certified Financial Planner (CFP®) with 12 years of industry experience. She currently works at Titleist Asset Management, LLC and Titleist Capital, LLC, where she has been since 2025. Her prior experience includes roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing system and offers customized portfolios across a range of strategies, integrating advisory services with affiliated brokerage, insurance activities, and tax/accounting services through affiliated providers.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, Merrill, and Bank of America. Keppler also manages Paragon Private Wealth Group, operating as an investment advisory business under Titleist. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.