Leadership Team

Douglas King, CFP^®

President and Chief Executive Officer

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Jason Smith, Certified Financial Fiduciary^®, CEP^®, CLTC

Founder and Chairman

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Dave Alison, CFP^®, EA

Executive Vice President and Founding Partner

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Jerry Herman, CFA

Co-Chair Investment Committee

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Jennifer Relien

Chief Compliance Officer

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Jennifer Mackert, MBA

Chief Administrative Officer and Partner

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Clint Pelfrey, AIF^®, MBA

President and Chief Investment Officer – Institutional Asset Management Services

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Wayne Barker, ChFC^®

Director of Operations

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Bill Richardson

Senior VP of Business Development

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Nick Ryan

VP of Business Development

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Matt Smith

Director of Business Development

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