Leadership Team

Jason L. Smith, CEP^®, BPC
Founder | CEO

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

Jerry Herman, CFA
Co-Chair Investment Committee

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

Pablo Terra
Chief People Officer & Founding Partner

Matt Seitz
Executive VP of Marketing

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

Wayne Barker, ChFC^®
Vice President – Investment Platform

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

Ryan Warner, CFP^®
Chief Compliance Officer

Tony Greniuk
Compliance Manager