Matt Zagula

Founder

Pam Weaver

President, Executive Officer

Debbie Shay

Operations Officer

Aaron Gurskey

Licensing Officer

Lesli Yingling

Technology Officer

Ryan Driscoll

Advisor Support & Case Design

Tracey Spikes

Mentor, SMART Cincinnati

Rao Garuda

Advanced Case Mentor, SMART Cleveland

Tom Gober

Forensic Accountant

Brad Barlow

Actuary, SMART Planz, LLC

Todd Allen

SMART Hilton Head

Paul McManus

SMART Marketing

Tony Maree Torrey

Performance & Accountability Coach

Liz Osen

Annuity Brokerage Partner