
Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner

Matt Seitz
Chief Marketing Officer | Partner
Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner

Cassandra Tolin
Director of Annuity
Service Operations

Eric Langenfeld
Vice President of Insurance Sales

Kirsten Schlumbohm
Vice President of Annuity Sales