Leadership Team

Leadership Team

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

Jennifer Mackert

Jennifer Mackert
Chief Operating Officer | Partner

Matt Seitz

Matt Seitz
EVP of Marketing | Partner

Pablo Terra

Pablo Terra
Chief People Officer | Founding Partner

Kalem Mackey

Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner

Dave Panko

Dave Panko III, CFP®
SVP of Client Experience

Bill Starken

Bill Starken
VP of Finance | Controller

Ryan Warner

Ryan Warner, CFP®
Chief Compliance Officer