Jason L Smith, CEP®, BPC
Founder | Co-CEO
Stan Milovancev, CPA, QKA
Co-CEO
Dave Alison, CFP®, EA, BPC
Co-President | Founding Partner
Scott Rister
Co-President | Chief Financial Officer
Jennifer Mackert
Partner
Matt Seitz
Chief Marketing Officer | Partner
Pablo Terra
Chief People Officer | Founding Partner
Kalem Mackey, CFP®, BPC
Executive VP | Partner
Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC
Senior VP of Advanced Markets
Luke Ripienski, CFP®
Chief Compliance Officer