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Leadership and Mentor Team

 

Financial advisor training

Jason L Smith

Founder | CEO

Financial advisor training

Dave Alison

Lead Trainer | Founding Partner

Financial advisor training

Mary Sterk

Partner

Financial advisor training

Jennifer Mackert

Chief Operations Officer | Partner

Financial advisor training

Pablo Terra

Chief People Officer | Founding Partner

Financial advisor training

Gina Pellegrini

Mentor | Partner

Financial advisor training

Matt Seitz

EVP of Marketing

Financial advisor training

Don Chamberlin

Mentor | Founding Partner

Financial advisor training

Carl Smith

Coach | Founding Partner

Financial advisor training

John Del Greco

Mentor | Founding Partner

Financial advisor training

Greg Hammer

Mentor | Partner

Financial advisor training

Jeremy Reiland

Advisor | Mentor

Financial advisor training

Bryan Bibbo

Advisor | Mentor

Financial advisor training

Jeff Warnkin

Advisor | Mentor

Financial advisor training

Brian Mann

Chief Distribution Officer

Business Development Team

 

Financial advisor training

Nick Mueller

Vice President of Business Development

Financial advisor training

Eric Langenfeld

Vice President of Business Development