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Your Team. Your Plan. Your Future.
You don’t have to navigate your financial future alone.
Our experienced team is here to guide you with thoughtful, personalized support, every step of the way.
Leadership | Financial Planners | Client Associates
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Leadership
Glen D. Smith, CFP®, CRPC®
CEO, CIO, Founder
Robert L. Casey, AAMS®
Senior Vice President, Cofounder
Amna Ali Khan
Chief Compliance Officer
Erica Doré
Director of Operations
Jerry Li
Managing Director of Enterprise Operations
Financial Planners
Alex Schremmer, CFP®
Financial Planner
Andrew Schmuhl, CFP®, ChFC®, CEPA®
Financial Planner
Annie Adkison, CPWA®
Financial Planner
Bavly Bebawy
Financial Planner
Daniel Amador, CFP®
Financial Planner
Jace Darrow, CFP®, ChFC®
Financial Planner
Jordan Kast, CFP®
Financial Planner
Julian DiBona
Financial Planner
Ross Mortensen
Financial Planner
Sebastian Carrillo, CFP®
Financial Planner
Tim Allin, CFP®
Financial Planner
Victoria Geiger, CFP®
Financial Planner
Why Work With GDS?
Because your financial future deserves more than a one-size-fits-all plan. At GDS, you’ll work with a team that listens, adapts, and puts your interests first.