Meet Our Team

 
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Michael Kitces

CO-FOUNDER

a.k.a. Director of Slowing Things Down

Team: Executive

Read Michael's Blog

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Alan Moore

CO-FOUNDER

a.k.a. Director of Speeding Things Up

Team: Executive

Read Alan's Blog

  • Raul

Raul Dominguez

CHIEF OPERATING OFFICER

a.k.a. Director of Keeping It All Together

Team: Executive

Raul's Recommended Reading

  • Maddy

Maddy Roche

DIRECTOR OF MEMBER SERVICES

a.k.a. Director of Getting Sh!t Done

Team: XYPN Member Services

Read Maddy's Blog

  • Stacey Unruh

Stacey Unruh

Director of Sales

a.k.a. Director of Growing the Movement

Team: XYPN Sales

Schedule a Call 

  • Carrie Frye

Carrie Frye

XYIS PLATFORM MANAGER

a.k.a. Implementation Artist

Team: XY Investment Solutions

 

  • Kate Ross

Kate Ross

XYPN ACADEMY SPECIALIST

a.k.a. Learning Leader

Team: XYPN Advisor Success

Read Kate's Blog

  • Travis Johnson

Travis Johnson

Compliance specialist

a.k.a. Registration Rockstar

Team: XYPN Compliance

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Mario Nardone

Head of investment advisory council

a.k.a. Investment Guru

Team: XY Investment Solutions

 

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Jeff Snodgrass

Orion specialist

a.k.a. TBD

Team: XYPN Member Services

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 Isabel Leong

MEMBER EXPERIENCE SPECIALIST

a.k.a. Support Superstar

Team: XYPN Member Services

 

  • Jennifer

Jennifer Mastrud

dIRECTOR OF MARKETING

a.k.a. Director of Sharing the Movement

Team: XYPN Marketing

Read Jen's Blog

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Arlene Moss

COACHING PROGRAM MANAGER

a.k.a. Head Cheerleader

Team: XYPN Advisor Success

Read Arlene's Blog

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Kelly Moorman

CONTENT MANAGER

a.k.a. Word Whiz

Team: XYPN Marketing

 

  • Ashley Hunter

Ashley Hunter

COMPLIANCE SPECIALIST

a.k.a. Maestro of Meticulousness

Team: XYPN Compliance

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Taylor Deardorff

Member eXPERIENCE specialist

a.k.a. Support Superstar

Team: XYPN Member Services

 

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Karley Doty

BOOKKEEPER

a.k.a. Bean Counter

Team: FA Bean Counters

  • Isabel Leong

Maybe You?

CONVERSION & OPTIMIZATION SPECIALIST

a.k.a. Optimize Prime

Team: XYPN Marketing

 

  • Brandon Moss

Brandon Moss

DIRECTOR OF XYIS

a.k.a. Director of Making Money Grow

Team: XY Investment Solutions

Read Brandon's Blog

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Connor Cavigli

XYIS CLIENT SERVICE MANAGER

a.k.a. Happiness Hero

Team: XY Investment Solutions

 

  • Travis Gano

Travis Gano

Member services specialist

a.k.a. Quality Captain

Team: XYPN Member Services

 

  • Ivy Taylor

Ivy Taylor

Design Specialist

a.k.a. Arts & Crafts Ninja

Team: XYPN Marketing

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Lindsey Harrington

Sales associate

a.k.a. Growth Guru

Team: XYPN Sales

Schedule a Call 

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Kate Wiggins

HR Manager & Coach

a.k.a. TBD

Team: XYPN 

  • Scott Gill

Scott Gill

DIRECTOR OF COMPLIANCE

a.k.a. Director of Rule Following

Team: XYPN Compliance

Read Scott's Blog

  • Hayley Stewart

Hayley Stewart

LEAD BOOKKEEPER

a.k.a. Lead Bean Counter

Team: FA Bean Counters

Read the Bean Blog

  • Tori Bowerman

Tori Bowerman

Event Coordinator

a.k.a. Planning Wizard

Team: XYPN Advisor Success

 

  • Carolyn McRae

Carolyn McRae

MARKETING COACH

a.k.a. Master Marketer

Team: XYPN Advisor Success

  • Rhonda Moore

Rhonda Moore

BOOKKEEPER

a.k.a. Onboarding Bean Counter

Team: FA Bean Counters

 

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Dan Keslin

BOOKKEEPER

a.k.a. Bean Counter

Team: FA Bean Counters