Leadership Team

Leadership Team

President | Partner

Jason Smith

Jason L Smith, CEP^®, BPC

Founder | Chief Executive Officer

David Alison

Dave Alison, CFP^®, EA, BPC

Chief Operating Officer | Founding Partner

Kalem Mackey

Kalem Mackey, CFP®, BPC

EVP of Sales | Partner

Jennifer Relien

Jennifer Reilen

Chief Compliance Officer and
General Counsel

Cassandra Tolin

Director of Annuity
Service Operations

Business Development Team

Nick Mueller

Nick Mueller

Vice President of
Business Development

Eric Langenfield

Eric Langenfeld

Vice President of
Business Development