C2P Advisory Group

Leadership Team

Leadership Team

Brian Mann

President | CEO

Jason Smith

Jason L Smith, CEP®, CLTC

Founder

David Alison

Dave Alison, CFP®, EA

Founding Partner

Kalem Mackey

Kalem Mackey, CFP®

Executive Vice President

Jennifer Relien

Jennifer Reilen

General Counsel and
Chief Compliance Officer

Cassandra Tolin

Cassandra Tolin

Director of Annuity
Service Operations

Business Development Team

Matt Smith

Matt Smith

Vice President of
Business Development

Nick Mueller

Nick Mueller

Vice President of
Business Development

Levi Bunkers

Levi Bunkers

Senior Business
Development Associate

Eric Langenfield

Eric Langenfield

Senior Business
Development Associate

Jason King

Jason King

Business Development
Associate