Our People
Get to know the dedicated professionals behind our firm.
Our team is a diverse group of experts with a shared commitment to providing exceptional financial guidance and personalized service to each client.
Dedicated Professionals Committed to Your Long-Term Financial Success
At Bastion Fiduciary, our team is built on a foundation of culture, community, and character, with a deep commitment to long-term investment success. Founded by veteran military officers, we combine disciplined processes, integrity, and a sense of humor to help our clients navigate the complexities of personal finance and investing. With a focus on transparency and a fiduciary duty to put our clients first, we aim to be more than just advisors—we strive to be trusted partners in your financial journey. Click here to learn more about our team designations and credentials.
Experts driven by integrity, discipline, and a passion for your financial future:
Cale Smith, MBA
Chief Executive Officer, Portfolio Manager
Lauretta Reeves, CFA, AWMA
International Portfolio Manager
John Rotonti, MBA
Portfolio Manager
Jeffrey Alderfer, CFP
Chief Operating Officer, Chief Compliance Officer
Kirk Kinder, CFP
Director of Financial Planning
Ian Gates, MA
Financial Adviser & Paraplanner
