Jason L Smith, CEP®, BPC
Founder | CEO
Dave Alison, CFP®, EA, BPC
President | Founding Partner
Jennifer Mackert
Chief Operating Officer | Partner
Matt Seitz
Chief Marketing Officer | Partner
Pablo Terra
Chief People Officer | Founding Partner
Kalem Mackey, CFP®, BPC
Executive VP of Insurance Distribution | Partner
Dave Panko III, CFP®
Senior VP of Client Experience
Bill Starken
VP of Finance | Controller
Ryan Warner, CFP®
Chief Compliance Officer