(844) 545-1324

Leadership Team

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

Founder and Chairman and Chief Executive Officer

Read More

David Alison

Dave Alison, CFP®, Certified Financial Fiduciary®

Executive Vice President and Founding Partner

Read More

Douglas King, CFP®

President

Read More

Jerry Herman

Jerry Herman, CFA

Co-Chair Investment Committee

Read More

Jennifer Relien

Jennifer Relien

Chief Compliance Officer

Read More

Clint Pelfrey

Clint Pelfrey, AIF®, MBA

President and CIO – Institutional Asset Management Services

Read More

Wayne Barker

Wayne Barker, ChFC®

Director of Operations

 

Read More

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

Dipen Mehta

Vice President, Investment Operations