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 | Partner
Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC
Senior VP of Advanced Markets
Bill Starken, MBA
Vice President of Finance & Controller
Luke Ripienski, CFP®
Chief Compliance Officer