Leadership Team

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

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

Jennifer Relien
Chief Compliance Officer | General Counsel

Pablo Terra
Chief People Officer & Founding Partner

Jerry Herman, CFA
Co-Chair Investment Committee

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

Brian Mann
Executive VP of Insurance Solutions

Matt Seitz
Executive VP of Marketing

Kalem Mackey, CFP^®
Executive VP of Advanced Planning

Wayne Barker, ChFC^®
Vice President – Investment Platform