Jason L. Smith, CEP®, BPC
Founder | CEO
Read More
Dave Alison, CFP®, EA, BPC
President | Co-Chair Investment Committee | Founding Partner
Read More
Jerry Herman, CFA
Co-Chair Investment Committee
Read More
Pablo Terra
Chief People Officer & Founding Partner
Read More
Matt Seitz
Chief Marketing Officer | Partner
Read More
Luke Ripienski, CFP®
Chief Compliance Officer
Read More
Wayne Barker, ChFC®
Vice President – Investment Platform
Read More
Dave Panko III, CFP®
VP of Business Development and RIA Platform
Read More
