Katie Hollenbeck, CFA, CFP®

  A graduate of Chapin High School and the University of South Carolina in Economics and Finance, Katie focuses on the research, structure and implementation of investment portfolios for Keen Capital. Katie earned her CFP® designation in 2007 and joined Core Advisors in 2015 to bring her portfolio development experience to a team of innovative thinkers. Katie earned her CFA Charter in 2019. She is excited to lead the Keen Capital Investment Team as Chief Investment Officer.

 As a CFA Charterholder, Katie serves as Vice President on the board of the CFA Society of South Carolina focusing on member value.  She enjoys hiking and traveling, especially when the two are combined!

  Kyle assists in the processes of planning and investing. He has worked with Keen Capital since graduating from the University of South Carolina in 2022 with a Bachelor of Science in Finance. He facilitates the service of clients’ needs on a day-to-day basis, as well as playing a role in the larger-scale retirement planning process. 

Kyle attended Dutch Fork High School and resides in Columbia. He enjoys exploring what the city has to offer, staying active, and following sports—especially when the South Carolina Gamecocks are playing. 

 Tara was born and raised in southeastern Pennsylvania and moved to Chapin, South Carolina in 2002. Prior to joining Keen Capital, Tara has worked in the banking industry for 18 years with experience in the customer service, accounts payable and Bank Secrecy Act departments. With her experience in finance and her enthusiasm for service, Tara takes Keen Capital to a whole new level!

Tara is married to her husband, Sam, and has two children. Her son, Tristyn, is attending the University of South Carolina and her daughter, Olivia, is attending Lander University. She also has her fur children – two Doodles she adores! Tara loves to travel, spending time with her family and friends, going to the beach, and working out at the gym. She also loves watching Steelers football and is a season ticket holder! 

Thomas Gore is the Founder and President of Keen Capital. Thomas is a Certified Public Accountant, a Certified Financial Planner™ and a graduate from Presbyterian College with a BS in Business Administration. 

His interests include spending time with his wife, Edie, and enjoying their family and friends that bless their lives daily. He says his favorite achievement is his two daughters, McEwen and Mullins. Thomas can also be found on the golf course and enjoying beautiful Lake Murray.