Meet your team.

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

Joan Doan

Marketing Director

Brian Roberts

Controller

Alex Schremmer, CFP®

Financial Advisor

Andrew Schmuhl, CFP®, ChFC®, CEPA®

Financial Advisor

Annie Adkison, CPWA®

Financial Advisor

Ben Schmuhl

Financial Advisor 

Daniel Amador, CFP®

Financial Advisor

Jace Darrow, CFP®, ChFC®

Financial Advisor

Jason Freeby, ChFC®

Financial Advisor 

Ji Seon

Financial Advisor

Jordan Kast, CFP®

Financial Advisor

Julian DiBona, CFP®

Financial Advisor

Max Tiraboschi

Financial Advisor

Ross Mortensen, CFP®

Financial Advisor

Samuel Pokluda, CFP®, CPWA®

Financial Advisor

Sebastian Carrillo, CFP®

Financial Advisor

Tim Allin, CFP®, CEPA®

Financial Advisor

Victoria Geiger, CFP®

Financial Advisor

Eliza Lamb

Client Associate

Kristin Bagin

Client Associate

Lindsay Freeman

Lead Client Associate

Mattison Nallamilli

Client Associate

Maria St. John

Client Associate

Jessica Golman

Client Associate