Leadership Team

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

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

Jennifer Relien, JD
Chief Compliance Officer | General Counsel

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

Brian Mann
Executive VP of Insurance Solutions

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

Olivia Lee, CFP^®
VP of Investment Operations

Ryan Warner, CFP^®
Director of Supervision

Tony Greniuk
Compliance Manager