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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