Jason L Smith, CEP®, BPC
Founder | Chief Executive Officer
Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner
Jennifer Reilen
Chief Compliance Officer and
General Counsel
Cassandra Tolin
Director of Annuity
Service Operations
Nick Mueller
Vice President of
Business Development
Eric Langenfeld
Senior Business
Development Associate
Jason King
Business Development
Associate
