Leadership Team

Leadership Team

Dave Alison

Dave Alison, CFP®, EA, BPC
Chief Operating Officer & Founding Partner

Jennifer Mackert

Jennifer Mackert
Chief Operations Officer of Training & Partner

Brian Mann

Brian Mann
Chief Distribution Officer & Partner

Matt Seitz

Matt Seitz
EVP of Marketing

Pablo Terra

Pablo Terra
Chief People Officer & Founding Partner

Kalem Mackey, CFP®, BPC
EVP of Advanced Planning