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 consists of financial planners, accountants, and more who work together to make you more money now.

Leadership
Four Quadrant Advisory Jason Smith

Jason Smith

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

Brogan Baxter

Chief Operating Officer, Senior Analyst, Minority Owner

Planning
Four Quadrants Advisory Stacy Phillips

Stacy Phillips, CFP®, CLTC

Director of Financial Planning
Four Quadrants Advisory Kal Owen

Kal Owen, CFP®

Certified Financial Planner®
Four Quadrants Advisory Joel Koon

Joel Koon, CFP®

Certified Financial Planner®
Four Quadrants Advisory Austin Hooker

Austin Hooker

Paraplanner, Analyst, Candidate for CFP® certification
Matt Bates Headshot

Matt Bates, CFP®

CERTIFIED FINANCIAL PLANNER®
Four Quadrants Advisory Will Chrisman

Will Chrisman, AWMA™

Paraplanner, Analyst, Candidate for CFP® certification
Matthew Pegg Headshot

Matthew Pegg

Paraplanner, Analyst, Candidate for CFP® certification
Griffin Euler

Griffin Euler

Planning Intern

ACCOUNTING
Four Quadrants Advisory Steve Levy

Steve Levy, CPA, JD

Director of Accounting
Four Quadrants Advisory Kevin Rhoton

Kevin Rhoton, MBA, CPA

Onboarding Specialist
Four Quadrants Advisory Brodie Hough

Brodie Hough, CPA

Senior Tax Accountant
Four Quadrants Advisory Debbie Underhill

Debbie Underhill, CPA

Senior Tax Accountant
Four Quadrants Advisory Danny Rash

Danny Rash, CPA

Senior Tax Accountant
Four Quadrants Advisory Cedric Wilson

Cedric Wilson

Senior Staff Accountant
Four Quadrants Advisory Sheila Loveland

Sheila Loveland

Staff Accountant
Four Quadrants Advisory Clay Jackson

Clay Jackson

Staff Accountant
Four Quadrants Advisory Jose Nunez

José Nuñez

Staff Accountant
Four Quadrants Advisory Adan Orona

Adan Orona

Staff Accountant

Sales
Four Quadrants Advisory Casey Hiers

Casey Hiers

National Director and Host of The Millionaire Dentist™ podcast
Four Quadrants Advisory Ben Line

Ben Line

Sales Representative
Four Quadrants Advisory Chad Tothero

Chad Tothero

Sales Representative
Four Quadrants Advisory Katie Davenport

Katie Davenport

Lead Generation Specialist
Brandon Poncsak

Brandon Poncsak

Lead Generation/Sales Representative
Four Quadrants Advisory Trevor Salmon

Trevor Salmon

Lead Generation/Sales Representative
Lawrence Ulrich Headshot

Lawrence Ulrich

LEAD GENERATION/SALES REPRESENTATIVE
Dell Butler Headshot

Dell Butler

Sales Intern

Marketing, Digital Media, & Events
Four Quadrants Advisory Jarrod Bridgeman

Jarrod Bridgeman

Marketing Coordinator, Videographer, Photographer, Host of The Millionaire Dentist™ podcast
Lily Smith Headshot

Lily Smith

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.