Leadership Team

Douglas King, CFP®

President and Chief Executive Officer

 

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

Founder and Chairman

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Dave Alison

Dave Alison, CFP®, EA

Executive Vice President and Founding Partner

 

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Jerry Herman

Jerry Herman, CFA

Co-Chair Investment Committee

 

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Jennifer Relien

Jennifer Relien

Chief Compliance Officer

 

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Clint Pelfrey

Clint Pelfrey, AIF®, MBA

President and CIO – Institutional Asset Management Services

 

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Wayne Barker

Wayne Barker, ChFC®

Director of Operations

 

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Dipen Mehta is the Vice President of Investment Operations at C2P Enterprises

 

Dipen Mehta

Vice President, Investment Operations

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