Meet the Four Quadrants Team

We believe that every client has the capacity to retire as a multi-millionaire on their own terms

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

Let's Talk About Your Practice

Our Leadership

Jason Smith

President, Chief Executive Officer, Founder

Jason started Four Quadrants after dental clients from a previous financial planning career asked him to start a firm specializing in the financial struggles of dentists. He knows firsthand the financial problems faced by dentists and specialists, as his wife is a practicing orthodontist.

Jason focuses on developing both vision and strategy for clients and for Four Quadrants. Anyone can compile data and examine it bit by bit. Jason takes the big picture, connecting all the parts of a problem and all the data to find the root cause to build a unique strategy. Jason enjoys being at home with his wife and children, two daughters and a son, and spending much of his time working on his land or in his barn.

Four Quadrants Advisory Jason Smith President, CEO, Founder

Brogan Baxter, MBA

Chief Operating Officer, Senior Analyst

If you become a Four Quadrants client, Brogan’s a person you’ll get to know very well. He’s the first person you work with when you begin the initial process. He prides himself on his ability to multitask and enjoys building relationships with every client. He’s most skilled at making even the most complicated concepts easy to understand for our clients.

As the Chief Operating Officer and head of the planning team, Brogan guides the efforts of the office and deals with high-level client challenges. He loves seeing the results of Four Quadrants’ work: helping dentists realize their dreams and changing the course of a family for generations to come. Brogan loves spending time with his wife and daughters and likes to work outside, play golf, and root voraciously for the Indianapolis Colts and Notre Dame football.

Four Quadrants Advisory Brogan Baxter, MBA, COO, Senior Analyst

Our Planning Team
Four Quadrants Advisory Stacy Phillips, CFP®, CLTC
Stacy Phillips, CFP®, CLTC
Director of Financial Planning

Stacy provides a wealth of knowledge in financial planning, insurance, and business operations to the planning team at Four Quadrants. He enjoys working directly with clients to help them make solid planning decisions and secure their financial future. In his spare time, he enjoys golf, traveling, watching IU basketball, riding his Harley, and spending time with friends and family.

Four Quadrants Advisory Austin Hooker, CFP®
Austin Hooker, CFP®
Planning Operations Manager

As the Planning Operations Manager, Austin brings a meticulous approach and a deep passion for client satisfaction to the role. Austin leverages his problem-solving expertise to manage the complex needs of our diverse client base. When not immersed in his role, he enjoys a variety of hobbies, including sports, movies, books, fitness, and quality time with loved ones.

Four Quadrants Advisory Will Chrisman, MSPFP, MPAS, CFP®
Will Chrisman, MSPFP, MPAS™, CFP®
Planning Onboarding Specialist

Hailing from Auburn, IN, Will proudly completed his education at Saint Francis in Fort Wayne. While there, he thrived on a football scholarship, earning NAIA All-American accolades and contributing to the triumph of both national championship teams. With great enthusiasm, he eagerly anticipates engaging with and addressing the needs of Four Quadrants' esteemed clientele.

Four Quadrants Advisory Kal Owen, CFP®
Kal Own, CFP®
Certified Financial Planner® Professional

Kal found his passion for financial planning in early 2019, and in 2024, Kal passed the rigorous CERTIFIED FINANCIAL PLANNER® exam. He's excited to use this advanced knowledge to help clients achieve their financial dreams and goals. When not chasing his two children around, he enjoys dining out with his wife, relaxing on the couch, and shaking the windows with his bass guitar.

Four Quadrants Advisory Joel Koon, CFP®
Joel Koon, CFP®
Certified Financial Planner® Professional

After graduating from the Kelley School of Business, Joel embarked on a career in both the accounting and finance fields. It was during this time that his passion for finance and financial planning blossomed. When he's not in the office, Joel indulges in his favorite pastimes of bowling, golfing, and building computers. He enjoys spending quality moments with his wife and two adorable cats.

Four Quadrants Advisory Matt Bates, CFP®
Matt Bates, CFP®
Certified Financial Planner® Professional

Matt is a seasoned professional with a strong background in wealth management and planning. In 2015, Matt achieved the prestigious CERTIFIED FINANCIAL PLANNER® designation. A sports enthusiast, Matt follows football, basketball, and baseball. He’s dedicated to his kids’ athletic pursuits, coaching their teams. Matt is an avid fantasy sports player, managing leagues year-round.

Four Quadrants Advisory Bryan Fawcett, MBA
Bryan Fawcett, MBA
Financial Planning Analyst

Bryan brings a diverse background rooted in both finance and technology. With a strong aptitude for data analysis and trend identification, Bryan offers a unique and valuable skill set. Bryan enjoys exploring new destinations and is an avid sports fan, particularly passionate about college and professional football. He cherishes spending time with family and friends.

Four Quadrants Advisory Gavin Arkinstall
Gavin Arkinstall
Financial Planning Analyst

Gavin is an alumnus of the Lacy School of Business at Butler University. He approaches every challenge with a robust work ethic, a keen eye for problem-solving, and a commitment to cultivating strong relationships. Outside of his professional endeavors, Gavin maintains an active lifestyle, frequently running, diving into new books, following various sports, and cherishing moments spent with loved ones.

Our Accounting Team
Four Quadrants Advisory Steve Levy, CPA, JD
Steve Levy, CPA, JD
Director of Accounting

With his wealth of experience in tax and accounting, Steve can help with any of your financial needs. As both a CPA and an attorney, he enjoys delving deep into any challenges that come up and finding the best solution. In his free time, Steve is a professionally trained singer and member of the Indianapolis Symphonic Choir. He and his wife are also USA Swimming coaches and referees.

Four Quadrants Advisory Kevin Rhoton, MBA, CPA
Kevin Rhoton, MBA, CPA
Onboarding Specialist

Kevin is a CPA and a graduate of Anderson University’s MBA program. Kevin enjoys the excitement of our clients now that they have a team to advise them in their financial decisions. Kevin is the proud father of four boys. He and his wife enjoy taking them camping and attending their activities. Kevin and his wife are active volunteers in a local nonprofit. They serve as directors of a youth summer camp.

Four Quadrants Advisory Brodie Hough, CPA
Broadie Hough, CPA
Senior Tax Accountant

Brodie is a CPA and a graduate of Anderson University. One of the things that attracted him to Four Quadrants Advisory is their care for their clients. Brodie is happily married to his wife, Michaela, and together they have a daughter, Collins. They enjoy traveling, hiking, golfing, spending time with their families, and watching their favorite sports teams. Go Colts! Go Hoosiers!

Four Quadrants Advisory Debbie Underhill, CPA
Debbie Underhill, CPA
Senior Tax Accountant

Debbie majored in accounting at Indiana University and never looked back. She has acquired a great deal of tax and accounting knowledge. What attracted her to Four Quadrants is the team's professionalism and caring attitude. Now that her daughters have moved out, Debbie is living her best life as an empty nester. She enjoys traveling, biking, trying new restaurants, and walking her mini Bernedoodle.

Four Quadrants Advisory Alex Rejer, CPA
Alex Rejer, CPA
Senior Tax Accountant

Alex is a CPA with a wealth of specialized knowledge, bringing expertise to the team. A graduate of Indiana University, Alex is passionate about making a positive impact.  Alex enjoys life in Indianapolis with his girlfriend and their two dogs. On weekends, you'll find Alex cheering for the Hoosiers, Colts, and Pacers. He loves to explore great local restaurants and breweries.

Four Quadrants Advisory Cedric Wilson
Cedric Wilson
Senior Staff Accountant

Cedric is a Ball State graduate with a degree in Accounting. He developed a passion for learning the accounting profession and honed his skills to be successful. Cedric was drawn to Four Quadrants because of the people, professionalism, and opportunities for growth. When not at work, he enjoys listening to music, working out, and hanging with his wife, cats, and nieces.

Four Quadrants Advisory Clay Jackson
Clay Jackson
Staff Accountant

Clay graduated from the Kelley School of Business with a degree in Finance and International Studies. After a year in the workforce, he discovered a passion for accounting. Clay enjoys spending time with his wife, backpacking, solving logic puzzles, and reading sci-fi and fantasy books. He also has a pug named Bubbles that follows him from room to room.

 

Four Quadrants Advisory Adan Orona
Adan Orona
Staff Accountant

Adan graduated from the Kelly School of Business with a major in accounting and finance. He was previously an intern for Four Quadrants before transitioning into a full-time employee. He is currently working on obtaining his CPA to advance his professional skills as an accountant.  Adan enjoys spending time with his wife, listening to music, and working out. He also has a great Pyrenees dog named Otis.

Four Quadrants Advisory Carl Ives
Carl Ives
Staff Accountant

Carl Ives brings a decade of accounting expertise and a strong focus on client relations to the team. A Ball State University graduate with a Bachelor's in Accounting, Carl is dedicated to helping practice owners achieve financial freedom. Carl enjoys gaming, movies, cheering on his favorite teams, and spending time with his wife and their cat, Parson, whom he affectionately calls the cutest cat ever.

Our Sales Team
Four Quadrants Advisory Casey Hiers
Casey Hiers
National Director

This central-Indiana native works with dentists and specialists nationwide, and is a resource for dental continuing education, presenting "The Business Side of Dentistry", a program approved for continuing education by the AGD. He has helped dentists come on board with Four Quadrants, where they experience lower overhead, increased earnings, and increased retirement savings.

Four Quadrants Advisory Chad Tothero
Chad Tothero
Sales Representative

Chad brings a diverse skill set and a passion for improving the lives of others, developed through his extensive professional experience. As a member of the Four Quadrants team, Chad is excited to work for a firm that makes a life-changing impact on practice owners daily! In his free time, Chad enjoys golfing,  supporting the Philadelphia sports teams, and spending time with his wife and child.

Four Quadrants Advisory Ben Line
Ben Line
Lead Generation/Sales Representative

Ben worked in the financial services & insurance field for a few years. At that point, he decided to make a career change to medical sales allowing him to develop a deeper appreciation for the field. However, he wanted to bring more value to people. At Four Quadrants, he can bring more value than ever before. Ben wants to make a positive impact; that’s what he loves about his work.

Four Quadrants Advisory Katie Davenport
Katie Davenport
Lead Generation Specialist

Katie's educational background is in both clinical dentistry and communications. For 20 years, Katie has been growing her passion for helping dentists by serving in clinical, operational, marketing, and sales roles. Having seen the struggles of trying to balance so many things in their practices and learning what Four Quadrants has to offer, Katie knew this was something she wanted to be a part of.

Four Quadrants Advisory Brandon Poncsak
Brandon Poncsak
Lead Generation/Sales Representative

Brandon Poncsak has a deep commitment to problem-solving and helping others succeed. He has developed a passion for helping dentists reach the top 1% of their field. His expertise lies in fostering connections and providing exceptional support. Outside of work, he maintains an active lifestyle, pursuing physical fitness and immersing himself in the great outdoors.

Four Quadrants Advisory Trevor Salmon
Trevor Salmon
Lead Generation/Sales Representative

After graduating from high school, Trevor attended the University of Southern Indiana while playing baseball for the University team. This taught Trevor the value of teamwork and helped build his drive for success. He has a passion for helping become successful as well.  Trevor currently resides in Fishers, IN, with his wife. He still maintains a love for baseball and many other sports.

Four Quadrants Advisory Courtney Smith
Courtney Smith
Lead Generation/Sales Representative

A graduate of Iowa State University, Courtney's professional ethos is rooted in the values of hard work and determination. This foundation, combined with her client-first mindset, drives her commitment to building strong relationships and delivering tangible value in the lives of dentists. Outside of the office, Courtney is a sports fanatic and enjoys exploring new places with her husband and their two children.

Four Quadrants Advisory Alanna Reckley
Alanna Reckley
Lead Generation/Sales Representative

Alanna is a proud alumna of the University of Dayton. She earned her degree from the School of Business with a major in Marketing and a concentration in Insight Selling. Known for her strong work ethic and personable approach, Alanna thrives on building meaningful client relationships and crafting tailored solutions that drive success. She is excited to contribute to the firm’s mission of delivering outstanding results.

Four Quadrants Advisory Dell Butler
Dell Butler
Lead Generation/Sales Representative

Dell graduated from Butler University with a degree in Healthcare & Business. Originally hailing from upstate New York, Dell is driven by a passion for success and eager to gain valuable real-world experience. With a self-motivated spirit, Dell is committed to contributing to the company's growth. He enjoys playing guitar, capturing moments through photography, and building computers.

Our Marketing & Events Team
Four Quadrants Advisory Jarrod Bridgeman
Jarrod Bridgeman
Marketing Coordinator, Videographer, Photographer

Jarrod is pretty much the nerd of the group. Any group. He has a love of comic books, board games, and film. With nearly 20 years of experience in video production, he brings a special quality to each video he produces. Within the last few years, he found a new passion for the world of marketing and enjoys helping companies achieve their advertising and branding goals.

Four Quadrants Advisory Luke Mendel
Luke Mendel
Event Director

Luke is a seasoned Event Director who turns dreams into unforgettable realities. He has orchestrated events across the globe, infusing each with a unique blend of creativity and meticulous planning. With over 5 years of experience and a warm, charismatic personality, Luke is a perfect fit for Four Quadrants, where he continues to elevate events to new heights.

Our Chauffeur
Four Quadrants Advisory Lydell Hill
Lydell Hill
Professional Chauffeur

Lydell has been a licensed chauffeur for over 10 years. He cares about being the best at what he does and prioritizes great customer service. He loves driving and learns a lot from interacting with our diverse clientele. Lydell loves being outdoors and watching sports. He's originally from California, so he grew up loving the Lakers. He spends most of his time with his wife and son.

Interested in joining our firm?

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