Leadership Team

Jason L. Smith, CEP®, BPC®
Founder | Chief Executive Officer

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Dave Alison, CFP®, EA, BPC®
President | Founding Partner

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Jennifer Relien, JD
Chief Compliance Officer | General Counsel

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Jerry Herman, CFA
Co-Chair Investment Committee

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Clint Pelfrey, AIF®, MBA
President of Institutional Asset Mgmt.

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Pablo Terra
Chief People Officer & Founding Partner

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Matt Seitz
Executive VP of Marketing

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Brian Mann
Executive VP of Insurance Solutions

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Kalem Mackey, CFP®, BPC®
Executive VP of Advanced Planning

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Wayne Barker, ChFC®
Vice President – Investment Platform

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Dave Panko III, CFP®

Dave Panko III, CFP®
VP of Business Development and RIA Platform

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Olivia Lee

Olivia Lee, CFP®
VP of Investment Operations

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Ryan Warner

Ryan Warner, CFP®
Director of Supervision

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Tony Greniuk

Tony Greniuk
Compliance Manager

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