(844) 545-1324

Leadership Team

Jason L Smith, Certified Financial Fiduciary®, CEP®, CLTC

Founder and Chairman and Chief Executive Officer

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David Alison

Dave Alison, CFP®, Certified Financial Fiduciary®

Executive Vice President and Founding Partner

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Douglas King, CFP®


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Jerry Herman

Jerry Herman, CFA

Co-Chair Investment Committee

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Jennifer Relien

Jennifer Relien

Chief Compliance Officer

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Clint Pelfrey

Clint Pelfrey, AIF®, MBA

President and CIO – Institutional Asset Management Services

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Wayne Barker

Wayne Barker, ChFC®

Director of Operations


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Dipen Mehta is the Vice President of Investment Operations at C2P enterprises

Dipen Mehta

Vice President, Investment Operations