Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC
Founder | CEO

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Dave Alison

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

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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

Matt Seitz
Chief Marketing Officer | Partner

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Luke Ripienski

Luke Ripienski, CFP®
Chief Compliance Officer

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Kalem Mackey

Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution & Partner

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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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