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, CEO, President

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 Austin Hooker

Austin Hooker, CFP®

Planning Operations Manager
Four Quadrants Advisory Will Chrisman

Will Chrisman, CFP®, AWMA®, ABFP®

Planning Onboarding Specialist
Four Quadrants Advisory Kal Owen Financial Planner for Dentists

Kal Owen, CFP®

CERTIFIED FINANCIAL PLANNER® professional
Four Quadrants Advisory Joel Koon

Joel Koon, CFP®

CERTIFIED FINANCIAL PLANNER® professional
Matt Bates CFP®

Matt Bates, CFP®

CERTIFIED FINANCIAL PLANNER® professional
Bryan Fawcett Headshot

Bryan Fawcett, MBA

Financial Planning Analyst
Gavin Arkinstall Headshot-1

Gavin Arkinstall

Financial Planning Analyst
Michael Page Headshot

Michael Page

Financial 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 Clay Jackson

Clay Jackson

Staff Accountant
Four Quadrants Advisory Adan Orona

Adan Orona

Staff Accountant
Carl Ives

Carl Ives

Staff Accountant
Logan Hufty

Logan Hufty

Accounting Intern

Sales
Four Quadrants Advisory Casey Hiers

Casey Hiers

National Director and Host of The Millionaire Dentist™ podcast
Four Quadrants Advisory Chad Tothero

Chad Tothero

Sales Representative
Four Quadrants Advisory Ben Line

Ben Line

Lead Generation/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
Courtney Smith

Courtney Smith

LEAD GENERATION/SALES REPRESENTATIVE
Four Quadrants Advisory Dell Butler

Dell Butler

Sales
Lilly Pelletiere

Lilly Pelletiere

Sales Intern
Clayton Bridwell

Clayton Bridwell

Sales Intern

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

Jarrod Bridgeman

Marketing Coordinator, Videographer, Photographer, Host of The Millionaire Dentist™ podcast
Luke Mendel Headshot

Luke Mendel

Event Director
Sidney Glanzman

Sidney Glanzman

Marketing Intern

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.