Douglas King, CFP®
President and Chief Executive Officer
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Jason Smith, Certified Financial Fiduciary®, CEP®, CLTC
Founder and Chairman
Dave Alison, CFP®, Certified Financial Fiduciary®
Executive Vice President and Founding Partner
Jerry Herman, CFA
Co-Chair Investment Committee
Jennifer Relien
Chief Compliance Officer
Jennifer Mackert, MBA
Chief Administrative Officer and Partner
Clint Pelfrey, AIF®, MBA
President and Chief Investment Officer – Institutional Asset Management Services
Wayne Barker, ChFC®
Director of Operations
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