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Leadership Team

Jason L Smith

Founder, Chairman and CEO

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Dave Alison

Dave Alison

President | Founding Partner

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Jennifer Relien

Jennifer Relien

Chief Compliance Officer

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Jerry Herman

Jerry Herman

Co-Chair Investment Committee

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Clint Pelfrey

Clint Pelfrey

Co-Chair Investment Committee

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Wayne Barker

Wayne Barker

Vice President – Investment Platform

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Dave Panko III, CFP®

Dave Panko III, CFP®

VP Of Business Development and RIA Platform

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Oliva Lee

Olivia Lee, CFP®

VP Of Investment Operations

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