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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 Advisors | 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 Advisors
Alex Schremmer, CFP®
Financial Advisor
Andrew Schmuhl, CFP®, ChFC®, CEPA®
Financial Advisor
Annie Adkison, CPWA®
Financial Advisor
Bavly Bebawy
Financial Advisor
Daniel Amador, CFP®
Financial Advisor
Jace Darrow, CFP®, ChFC®
Financial Advisor
Jordan Kast, CFP®
Financial Advisor
Josh Shelton
Financial Advisor
Julian DiBona
Financial Advisor
Ross Mortensen
Financial Advisor
Sebastian Carrillo, CFP®
Financial Advisor
Tim Allin, CFP®, CEPA®
Financial Advisor
Victoria Geiger, CFP®
Financial Advisor
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.
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