Our Team

Leadership

Alok Deshpande

Alok Deshpande

CEO, CO-FOUNDER
Stuart Lawder

Stuart Lawder

COO, CO-FOUNDER
Brandon Beacher

Brandon Beacher

VP of Technology
Ryan McPherson

Ryan McPherson

Director of Financial Wellness

Our Trained Coaches and Advisors

Our coaches and advisors are talented, trained, and dedicated to helping. They have experience working with families of all shapes and sizes and from all types of backgrounds.

Our team of financial experts are CERTIFIED FINANCIAL PLANNING™ Professionals, Accredited Financial Counselors® (AFCPE), Behavioral Financial Advisors, U.S. Department of the Treasury Enrolled Agents, Accountants, MBAs, and more.


Each professional completes monthly in-house training and over 30 continuing education credit hours of learning per year to stay abreast of the current financial market to best serve their coaching and planning clients.

SmartPath Coach Andrew
SmartPath Coach Augusto
SmartPath Coach Christine
SmartPath Coach David
SmartPath Coach Edna
SmartPath Coach Juanita
SmartPath Coach Kyle
SmartPath Coach Mark
SmartPath Coach Olivia
SmartPath Coach Ryan
SmartPath Coach Teresa
SmartPath Coach Tyler

Our Board

Audra Cunningham

Audra Cunningham

EVP and Chief Administrative Officer, T. Dallas Smith & Company
Gardiner Garrard

Gardiner Garrard

Co-founder and managing Partner, TTV
Peter Mace

Peter Mace

Former Co-CEO, Hodges-Mace, LLC
David Martiriano

David Martiriano

Managing Partner, PJC
The SmartPath Team

Join Us

We’re always looking for committed, passionate folks to join our mission.