Leadership Team
Jason L Smith, CEP®, CLTC
CEO | Founder
Dave Alison, CFP®, EA
Executive VP | Founding Partner
Jennifer Mackert
Chief Administrative Officer | Partner
Brian Mann
President & CEO
Clarity Insurance Group
Dipen Mehta
Vice President, Investment Operations
Prosperity Capital Advisors
Matt Seitz
Managing Director of Sales & Marketing
Pablo Terra
Chief Operating Officer | Founding Partner
Jennifer Reilen
General Counsel and
Chief Compliance Officer