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Founders

Alan Moore, CFP®
Ceo & Co-Founder

Michael Kitces, CFP®
Co-Founder
Leadership Team

Daniel Adams, CPA
Senior Director of XY Bean Counters

Taylor Deardorff
Managing Director of Member Experience and Tech

Monique Dutkowsky
Vice President of XY Virtual Assistant

Hilary Fetter
Vice President of Sales & Marketing

Travis Gano
Managing Director of Team Relations

Vince Hockett
President

Travis Johnson
Managing Director of XY Compliance Solutions

Kori Lennon
Managing Director of Business Solutions

Kelly Limberg
Director of XY Learning Center

Maddie Miller
Vice President of Accounting Services

Maddy Roche
Vice President of Getting Sh!t Done

Jeff Snodgrass
Managing Director of XY Investment Solutions

Heather Walstad
Managing Director of Finance

Ryan Watin, SHRM-SCP, SPHR
Chief People Officer
Business Development
Want to learn more about the Movement disrupting the financial planning industry? Schedule a call with our Network Navigators to learn how XYPN can help you launch, run, and grow your RIA.
Membership

Maddy Roche
Vice President of Getting Sh!t Done

Kori Lennon
Managing Director of Business Solutions

Taylor Deardorff
Managing Director of Member Experience & Technology

Seth Davis
Director of Engineering

Erika Madden
Director of Member Communications

Reggie Padin, EdD
Director of Learning and Development

Kassy Betterley
Community Engagement Manager

Tori Bowerman
Senior Events Manager

Alex Eigen, MA
Manager of Member Experience

Sierra Fredricksen, MA
Operations Manager

Tami Renner
Tech Support Manager

Kathleen Boyd, CFP®
Financial Planning and Process Coach

Colby Goodrich
Content Designer

Rachel Hewett
Business Solutions Intern

David Ketch
Senior Software Engineer

Steven Klein
Senior Software Engineer

Arlene Moss
Executive Business Coach

Joe Timmer
Principal Software Engineer
Finance

Heather Walstad, CPA
Managing Director of Finance

Shelley Laakso
Finance Manager

David Guthmiller
Controller
Marketing

Hilary Fetter
Vice President of Sales & Marketing

Sam McCue
Director of Sales & Marketing Operations

Lisa Larrivee
Director of Content Marketing

Lindsey White
Sales & Marketing Operations Manager

Aimee Arnaud
Lead Events Specialist

Crystal Bohacek
Web Design & Developer Intern

Christian Lam
Marketing Operations Intern

Audrey Moss
Brand Designer

Rachel Plotzky
Marketing Intern
People & Culture

Travis Gano
Managing Director of Team Relations

Stephanie Bogison
Director of Talent

Jared Martin
IT Manager

Sydney Wagner
Senior Payroll & Benefits Manager

Andrea Holland
Senior People Operations Specialist

Sara Blessing
Talent Specialist

Taylor Conger
Talent Specialist

Maggie Knox
Payroll and Benefits Specialist

Briana Mason-Bryant
Talent Specialist
XY Bean Counters
Focus on what you do best—working with clients—and leave the bookkeeping to us! Visit our website to learn more.

Daniel Adams, CPA
Senior Director of XY Bean Counters

Rhonda Moore
Onboarding Manager

Tony Williamson
Accounting Manager

Katie Ament
Lead Account Specialist

Kyle Bradley, CPA
Bookkeeping Specialist

Dan Jose
Bookkeeping Intern

Peter Muelling
Bookkeeping Specialist

Gabriela Perez
Bookkeeping Specialist

Tessa Romero
Bookkeeping Specialist

Jocelyn Rucker
Bookkeeping Specialist

Danielle Simard
Senior Operations Specialist
XY Compliance Solutions

Travis Johnson
Managing Director of XY Compliance Solutions

Kendra Rehm-Dehn
Manager of Investment Advisor Registrations

Krystal Schmitz
Operations Manager

Tyler Braman
Apprentice Compliance Consultant

Shelby Brown
Compliance Consultant

Terria Heng
Compliance Consultant

Patrick Noel
Compliance Consultant

Jessica Rice
Lead Compliance Specialist

Kelsey Rich
Apprentice Complaince Consultant

Ira Slingsby
Lead Compliance Specialist
XY Virtual Assistant

Monique Dutkowsky
Vice President of XY Virtual Assistant

Brittany Fairnot
Pod Manager

Stuart Pyne
Onboarding Manager

Amanda Chamberlain
Lead Virtual Associate

Megan Helm
Virtual Associate

Erika Memering
Virtual Assistant

Avril Phillips
Service Coordinator

Vixen Thompson
Lead Virtual Associate
XY Learning Center

Kelly Limberg
Director of XY Learning Center

Maggie Farwell
Assistant Director of XY Learning Center

Taylor Andrews
Childcare Specialist

Erika Bienfang
Lead Childcare Specialist

Vanessa Dees
Childcare Specialist

Alexandria Judge
Childcare Specialist

Kate Reedy
Lead Childcare Specialist

Laura Rodas
Lead Childcare Specialist

Kaila Seay
Childcare Specialist

Megan Sawyer
Lead Childcare Specialist

Casey Monteiro
Childcare Specialist

Meredith Wies
Childcare Specialist
XY Investment Solutions

Jeff Snodgrass
Managing Director of XY Investment Solutions

Mario Nardone, CFA
CHIEF INVESTMENT STRATEGIST

Jena Olney
CLIENT SERVICE MANAGER

Sarah Orlando
SALES AND ONBOARDING MANAGER

Ben York, FPQP
Client Service Specialist
XY Tax Solutions
XY Tax Solutions is your trustworthy, CPA-in-your-corner solution that you—and, more importantly, your clients—can rely on for all of their tax-related needs. Visit our website to learn more.

Maddie Miller, CPA
Vice President of Accounting Services

Sam Nguyen, CFP®, EA
Director of Tax

Pam Hocevar, EA, MBA, FPQP
Director of Tax

Nicole McCown, CPA
Director of Tax

Rhonda Collins, CPA, MBA, EA
Director of Tax

Frank Gerbus, EA
Director of Tax

Kenny Watts, MA, EA
Director of Tax

Sara Williams
Director of Operations

Juan Contreras, CPA
Tax Specialist

Dante Duliebre
Tax Specialist

Shane Gibson, CPA
Tax Specialist

Kaitlin Holliday
Tax Specialist

Danelle Kruszka
Tax Specialist

Sarah Leet, MBA, EA
Senior Tax Specialist

Anna Maiurnikova
Operations Specialist

Blake Mattfeldt, CPA
Senior Tax Specialist

Chelsey Patera
Tax Specialist

Riley Pemstein
Tax Specialist

Gary Popovich
Tax Specialist

Jesse Sanders, EA
Senior Tax Specialist

Alli Whittle
Tax Specialist

Nicholas Wiggins
Operations Specialist
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.