Meet the Team

We believe that every client has the capacity to retire not only on their terms but as a multi-millionaire

The Four Quadrants team of financial planners, accountants, and more all work together with the one goal of making you more money now.

 

Leadership

Four Quadrants Advisory Jason Smith

Jason Smith

President, Chief Executive Officer, Founder
Four Quadrants Advisory Brogan Baxter

Brogan Baxter, MBA

Chief Operating Officer, Senior Analyst, Minority Owner
 

Planning

Four Quadrants Advisory Stacy Phillips

Stacy Phillips, CFP®, CLTC

CERTIFIED FINANCIAL PLANNER™, Analyst, HR
Four Quadrants Advisory Colin Holmes

Colin Holmes, CFP®

CERTIFIED FINANCIAL PLANNER™
Four Quadrants Advisory Kal Owen

Kal Owen

Associate Financial Planner
Four Quadrants Advisory Joel Koon

Joel Koon

Paraplanner, Analyst
Four Quadrants Advisory Sam Neff

Sam Neff

Associate Financial Planner
 

Accounting

Four Quadrants Advisory Steve Levy

Steve Levy, CPA, JD

Tax Manager
Four Quadrants Advisory Colt Smith

Colt Smith

Senior Tax Accountant
Four Quadrants Advisory Debbie Underhill

Debbie Underhill, CPA

Senior Tax Accountant
Four Quadrants Advisory Kevin Rhoton

Kevin Rhoton, MBA, CPA

Onboarding Specialist
Four Quadrants Advisory John Vanegas

John Vanegas

Head Staff Accountant
Four Quadrants Advisory Sheila Loveland

Sheila Loveland

Staff Accountant
Four Quadrants Advisory Christine Headley

Christine Headley

Staff Accountant
 

Sales

Four Quadrants Advisory Casey Hiers

Casey Hiers

National Director of Sales
Four Quadrants Advisory Adam Mormile

Adam Mormile

Regional Dental Sales Representative
Four Quadrants Advisory Ben Line

Ben Line

Regional Dental Sales Representative
Four Quadrants Advisory Katie Davenport

Katie Davenport

Lead Generation Specialist
 

Marketing & Digital Media

Four Quadrants Advisory Jarrod Bridgeman

Jarrod Bridgeman

Marketing Coordinator, Videographer
Four Quadrants Advisory Brian Oakley

Brian Oakley

Event Director
 

Chauffeur

Four Quadrants Advisory Lydell Hill

Lydell Hill

Professional Chauffeur
 

Ready to get started?

If you're ready to start your path towards bringing home more money and retiring as a multi-millionaire without increasing production, fill out the form and let's start the conversation.

Interested in hearing more in person?

 

Four Quadrants Advisory will be coming to a city near you to help you learn to Master the Business Side of Dentistry. Follow the link below to see where will be next and register for our events.

 

EVENTS

Four Quadrants Advisory Events