Jason L Smith, CEP®, BPC, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the chief visionary, executive chairman, and founder of Prosperity Capital Advisors as well as JL Smith, his own holistically run financial services practice. At JL Smith, Jason built a self-sustaining model ...
Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education ...
Pablo Terra is a gifted leader, motivator, operations and logistics manager and is the Chief People Officer of Prosperity Capital Advisors. As CPO, Pablo is responsible for the company’s day-to-day operating activities as well as the development, upgrade, and revamping of the tools, training, and support systems for team members. ...
Matt Seitz is the Chief Marketing Officer at Prosperity Capital Advisors. In his roles, he has streamlined the marketing-sales funnels, enhanced the digital presence, and implemented growth strategies to help more families achieve true prosperity. With over 20 years of marketing and sales experience in the finance, accounting, and professional ...
Kalem Mackey, CFP®, BPC, is the Chief Operations Officer at Prosperity Capital Advisors and the founder of Superior Financial Planning, a holistic wealth management firm located in Arvada, Colorado. With more than 20 years of experience as a sales manager, insurance wholesaler, and financial advisor, his professional philosophy is grounded ...
Greg Hammer began his financial services career in 1992 after graduating from Yale University with a bachelor’s degree in applied math with a focus in economics. He began his own practice in 2004, when he founded Hammer Financial Group, Inc. He runs a holistic financial service company that provides wealth ...
Dave Buckwald, CFP®, BPC, helps protect what families have worked a lifetime to build as Partner and Senior Wealth Manager at Prosperity Capital Advisors. With over 30 years of experience, he specializes in life insurance, estate planning, and wealth transfer strategies. Dave's passion for comprehensive planning began with tragedy. At ...
As Partner and Senior Wealth Manager at Prosperity Capital Advisors, Greg builds tactical and thoughtful retirement strategies that evolve with our clients' lives while innovating new ways we can better serve them. His specialty is creating personalized, tax-efficient investment approaches that balance growth potential with protection in even complex cases, ...
Andrew “Drew” Serzan is a Partner and Senior Wealth Manager at Prosperity Capital Advisors. Over the past two decades, he has built his career in the financial services and insurance planning industry by fostering long-term relationships with his clients and fellow professionals. Drew is passionate about working with individuals and ...
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