Leadership Team

Leadership Team

Jason L Smith, CEP^®, BPC

President | Partner

Dave Alison, CFP^®, EA, BPC

Chief Operating Officer | Founding Partner

Founder | CEO

EVP of Marketing

Kalem Mackey

Kalem Mackey, CFP®, BPC

EVP of Sales | Partner

Cassandra Tolin

Director of Annuity
Service Operations

Business Development Team

Eric Langenfeld

Vice President of Business Development

Kirsten Schlumbohm

Vice President of Business Development