Leadership Team

Douglas King, CFP^®

President and Chief Executive Officer

Read More

Jason L Smith, Certified Financial Fiduciary^®, CEP^®, CLTC

Founder and Chairman

Read More

Dave Alison, CFP^®, EA

Executive Vice President and Founding Partner

Read More

Jerry Herman, CFA

Co-Chair Investment Committee

Read More

Jennifer Relien

Chief Compliance Officer

Read More

Jennifer Mackert, MBA

Chief Administrative Officer and Partner

Read More

Clint Pelfrey, AIF^®, MBA

President and Chief Investment Officer – Institutional Asset Management Services

Read More

Wayne Barker, ChFC^®

Director of Operations

Read More

Bill Richardson

Senior VP of Business Development

Read More

Nick Ryan

VP of Business Development

Read More

Matt Smith

Director of Business Development

Read More