Leadership Team
Jason L Smith, CEP®, BPC
Founder | Chief Executive Officer
Dave Alison, CFP®, EA, BPC
Chief Operating Officer & Founding Partner
Jennifer Mackert
Chief Operations Officer of Training & Partner
Brian Mann
Chief Distribution Officer & Partner
Matt Seitz
EVP of Marketing
Pablo Terra
Chief People Officer & Founding Partner
Jennifer Relien
Chief Compliance Officer & General Counsel
Wayne Barker, ChFC®
Vice President – Investment Platform
Jerry Herman, CFA
Co-Chair Investment Committee
Kalem Mackey, CFP®
EVP of Advanced Planning