Leadership Team

C2P Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC
Chief Visionary | Executive Chairman & Founder

Stan Milovancev

Stan Milovancev, CPA, QKA
Chief Executive Officer

Dave Alison, CFP®, EA, BPC

Dave Alison, CFP®, EA, BPC
President of Wealth Management | Founding Partner

 

Matt Seitz
Matt Seitz
Chief Marketing Officer

Pablo Terra
Pablo Terra
Chief People Officer

Kalem Mackey
Kalem Mackey
Executive Vice President

Luke Ripienski

Luke Ripienski, CFP®
Executive Vice President