Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner
Matt Seitz
EVP of Marketing | Partner
Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner
Cassandra Tolin
Director of Annuity
Service Operations
Eric Langenfeld
Vice President of Business Development
Kirsten Schlumbohm
Vice President of Business Development
