Meet the Dream Team
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Founders
Alan Moore, CFP®
Ceo & Co-Founder
Michael Kitces, CFP®
Co-Founder
Leadership Team
David Bowman, CFP®, CCFC
Director of Partnerships
Taylor Deardorff
Vice President of Service Operations
Monique Dutkowsky
Vice President of XYPN Ops
Hilary Fetter
Vice President of Sales & Marketing
Travis Gano
Managing Director of Team Relations
Vince Hockett
President
Travis Johnson, IACCP®
Managing Director of XYPN Compliance
Kori Lennon
Vice President of Membership
Kelly Limberg
Director of XY Learning Center
Jeff Snodgrass
Managing Director of XYPN Invest
Heather Walstad, CPA
Vice President of Finance
Ryan Watin, SHRM-SCP, SPHR
Chief People Officer
Tony Williamson
Director of XYPN Books
Business Development
Want to learn more about the Movement disrupting the financial planning industry? Schedule a call with our Success Strategists to learn how XYPN can help you launch, run, and grow your RIA.
Aimee Arnaud
Director of Sales
Alex Eigen
Business Development Manager
Membership
Kori Lennon
Vice President of Membership
David Bowman, CFP®, CCFC
Director of Partnerships
Seth Davis
Director of Engineering
Arlene Moss
Executive Business Coach
Maddy Roche
Executive Business Coach
Sara Williams
Senior Partnerships Operations Manager
Kassy Betterley
Community Engagement Manager
Tori Bowerman
Senior Events Manager
Sierra Fredricksen, MA
Learning and Development Manager
Colby Goodrich
Content Designer
Julia Heiko
Content & Design Intern
Tess Hollister
Member Experience Specialist
David Ketch
Senior Software Engineer
Steven Klein
Senior Software Engineer
Julia Lachner
Lead Member Experience Specialist
Aaron Pratt
Director of Customer Success
Joe Timmer
Principal Software Engineer
Finance
Heather Walstad, CPA
Vice President of Finance
Shelley Laakso
Finance Manager
David Guthmiller
Controller
Louis Davison
Accounting Intern
Marketing
Hilary Fetter
Vice President of Sales & Marketing
Sam McCue
Senior Director of Sales and Marketing Operations
Lisa Larrivee
Director of Content Marketing
David White, CEPF
Director of Product and Lifecycle Marketing
Lindsey White
Senior Sales & Marketing Operations Manager
Crystal Bohacek
Web Developer
Audrey Moss
Senior Brand Design Manager
People & Culture
Travis Gano
Managing Director of Team Relations
Stephanie Bogison, SHRM-SCP, PHR
Director of Talent
Sydney Holzer
Senior Payroll & Benefits Manager
Andrea Holland
Senior People Operations Specialist
Sara Blessing
Lead Talent Specialist
Maggie Knox
Lead Payroll & Benefits Specialist
Information Technology (IT)
Jared Martin
IT Manager
Alexis Mitić
IT Specialist
XYPN Books
Tony Williamson
Director of XYPN Books
Rhonda Moore
Senior Sales & Onboarding Manager
Katie Ament
Senior Account Specialist
Tiffany Gerrity
Bookkeeping Specialist
Peter Muelling
Lead Bookkeeping Specialist
Alina Nessipbekova
Bookkeeping Specialist
Gabriela Lopez
Lead Bookkeeping Specialist
Samantha Rivera-Bagley
Bookkeeping Specialist
Samanta Martinez
Bookkeeping Specialist
Tessa Romero
Lead Bookkeeping Specialist
Jocelyn Rucker
Lead Bookkeeping Specialist
Danielle Simard
Accounting Manager
XYPN Compliance
Travis Johnson, IACCP®
Managing Director of XYPN Compliance
Kendra Rehm-Dehn
Director of RIA Registrations
Renee Bonsell
Senior Compliance Specialist
Tyler Braman
Compliance Consultant
Shelby Brown, IACCP®
Senior Compliance Consultant
Terria Heng
Senior Compliance Consultant
Donald Horack
Compliance Intern
Patrick Noel, IACCP®
Senior Compliance Consultant
Jessica Rice
Senior Compliance Specialist
Kelsey Rich
Junior Compliance Consultant
Krystal Schmitz
Junior Compliance Consultant
Kurt Vincunas
Senior Compliance Specialist
Jason Vinsonhaler
Compliance Consultant
XYPN Invest
Jeff Snodgrass
Managing Director of XYPN Invest
Jena Olney
Director of Client Services
Dionne Blanks, AFC
Lead Operations Specialist
Brittany Braatz
Lead Operations Specialist
Ana George
Lead Operations Specialist
Arthur Harter
Lead Operations Specialist
Mario Nardone, CFA
CHIEF INVESTMENT STRATEGIST
Violet Zinkerman, CRPC
Lead Operations Specialist
XY Learning Center
Kelly Limberg
Director of XY Learning Center
Laura Rodas
Assistant Director of XY Learning Center
XYPN Ops
Monique Dutkowsky
Vice President of XYPN Ops
Amanda Chamberlain
Service Coordinator
Tristan Crook, CFP®
Virtual Associate
Brittany Davis, AFC®
Virtual Associate
Emily Forraht
Virtual Associate
Jeff Grimes, CFP®
Virtual Associate
Megan Helm
Virtual Associate
Erika Memering
Lead Virtual Associate
Avril Phillips
Client Service Manager
Kait Nortum
Service Coordinator
Vixen Thompson
Lead Virtual Associate
Ronald Yi
Service Coordinator
Jonathan Yokley
Virtual Associate
Join Our Team
We’re always looking for superstars to be part of our growing team. Check out the open positions below or visit our Careers page to join our job notification list.