Leadership Team

C2P | Leadership Team

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

Jennifer Mackert

Jennifer Mackert
Chief Operating Officer | Partner

Matt Seitz

Matt Seitz
Chief Marketing Officer | Partner

Pablo Terra

Pablo Terra
Chief People Officer | Founding Partner

Kalem Mackey

Kalem Mackey, CFP®, BPC
Executive VP | Partner

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC
Senior VP of Advanced Markets

Bill Starken

Bill Starken, MBA
Vice President of Finance & Controller

Luke Ripienski

Luke Ripienski, CFP®
Chief Compliance Officer