Leadership Team

Leadership Team

Dave Alison

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

Jennifer Mackert

Jennifer Mackert
Chief Operations Officer of Training & Partner

Matt Seitz

Matt Seitz
EVP of Marketing

Pablo Terra

Pablo Terra
Chief People Officer & Founding Partner

Kalem Mackey

Kalem Mackey, CFP®, BPC
EVP of Advanced Planning

Dave Panko

Dave Panko III, CFP®
SVP of Client Experience

Bill Starken

Bill Starken
Vice President of Finance & Controller