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Leadership and Mentor Team
Financial advisor training

Jason L Smith

CEO | Founder

Financial advisor training

Dave Alison

Executive Vice President | Founding Partner

Financial advisor training

Mary Sterk

Senior Vice President of Coaching | Partner

Financial advisor training

Jennifer Mackert

Chief Administrative Officer | Partner

Financial advisor training

Pablo Terra

Chief Operating Officer | Founding Partner

Financial advisor training

Gina Pellegrini

Mentor | Partner

Financial advisor training

Matt Seitz

Managing Director of Sales & Marketing

Financial advisor training

Don Chamberlin

Mentor | Founding Partner

Financial advisor training

Carl Smith

Mastermind Ambassador | Founding Partner

Financial advisor training

John Del Greco

Mentor | Model Office | Founding Partner

Financial advisor training

Greg Hammer

Mentor | Model Office | Partner

Financial advisor training

Jeremy Reiland

Advisor | Mentor

Financial advisor training

Bryan Bibbo

Advisor | Mentor

Financial advisor training

Jeff Warnkin

Advisor | Mentor | Model Office

Business Development Team

 

Financial advisor training

Matt Smith

Vice President of Business Development

Financial advisor training

Nick Mueller

Vice President of Business Development

Financial advisor training

Eric Langenfeld

Senior Business Development Associate

 

Financial advisor training

Levi Bunkers

Senior Business Development Associate

Financial advisor training

Jason King

Business Development Associate