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

  • Team Page Photos (36).png

Alan Moore

CEO & CO-FOUNDER

a.k.a. Director of Speeding Things Up

Team: Executive

Read Alan's Blog

  • Kasia Kulbacka

Kasia Kulbacka

Chief operating officer

a.k.a. Director of Keeping Things Going

Team: Executive

 

  • Maddy Roche

Maddy Roche

DIRECTOR OF MEMBER SERVICES

a.k.a. Director of Getting Sh!t Done

Team: XYPN Member Services

Read Maddy's Blog

  • Jen Mastrud

Jennifer Mastrud

DIRECTOR OF MARKETING

a.k.a. Director of Sharing the Movement

Team: XYPN Marketing

Read Jen's Blog

  • Travis Johnson

Travis Johnson

Director of COMPLIANCE

a.k.a. Director of Rule Following

Team: XYPN Compliance

 

  • Kate Ross

Kate Ross

XYPN ACADEMY SPECIALIST

a.k.a. Learning Leader

Team: XYPN Advisor Success

Read Kate's Blog

  • Mario Nardone

Mario Nardone

CHIEF INVESTMENT STRATEGIST

a.k.a. Investment Guru

Team: XY Investment Solutions

Read Mario's Blog 

  • Jeff Snodgrass

Jeff Snodgrass

Senior Orion Consultant

a.k.a. Platform Pro

Team: XY Investment Solutions

 

Bri Slingsby

Bri Slingsby

BookKeeper

a.k.a. Bean Counter

Team: FA Bean Counters

 

Kingston Hollman

Kingston Hollman

Compliance Consultant

a.k.a. Paperwork Powerhouse

Team: XYPN Compliance

  

Sara Frye

 Sara Frye

Childcare specialist

a.k.a. Child Chaser

Team: XYPN Operations

 

Michelle McDowell

Michelle McDowell

Account Specialist

a.k.a. Bean Counter

Team: FA Bean Counters

 

 

Lisa Asher

Lisa Asher

Managing Director

a.k.a. Director of Making Money Grow

Team: XY Investment Solutions

 

Krystal Schmitz

Krystal Schmitz

Compliance Specialist

a.k.a. Compliance Commander

Team: XYPN Compliance

 

Jason Brown

Jason Brown

Senior Tax Manager

a.k.a. TBA

Team: XY Tax Solutions

 

Open Position

 TBA

Email Marketing Specialist

a.k.a. TBA

Team: XYPN Marketing

  • Scott Gill

Scott Gill

Senior compliance consultant

a.k.a. Expert Rule Follower

Team: XYPN Compliance

Read Scott's Blog

  • Travis Gano

Travis Gano

Director of Operations

a.k.a. Director of Heavy Lifting

Team: XYPN Operations

 

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Kelly Moorman

CONTENT MANAGER

a.k.a. Word Whiz

Team: XYPN Marketing

Read Kelly's Blog

  • Ashley Hunter

Ashley Hunter

Talent Development Manager

a.k.a. Rockstar Recruiter

Team: XYPN Operations

Read Ashley's Blog

  • Taylor Deardoff

Taylor Deardorff

Product Owner

a.k.a. TBD

Team: XYPN Technology

Read Taylor's Blog

  • Kelsey Rich

Kelsey Rich

Compliance Specialist

a.k.a. Compliance Concierge

Team: XYPN Compliance

 

  • Sarah Orlando

Sarah Orlando

FINANCIAL OPERATIONS SPECIALIST

a.k.a. Dough Handler

Team: XYPN Finance

 

Kendra Rehm-Dehn

Kendra Rehm-Dehn

Compliance SPECIALIST

a.k.a. Registration Rockstar

Team: XYPN Compliance

 

Shelby Brown

Shelby Brown

Compliance Consultant

a.k.a. Filing Phenom

Team: XYPN Compliance

  

Joe Timmer

 Joe Timmer

Director of Engineering

a.k.a. Director of Making Things Work

Team: XYPN Technology

 

Lillie Delaney

Lillie Delaney

Platform & Operations Specialist

a.k.a. TBD

Team: XY Investment Solutions

 

Open Position

 TBA

Chief Engagement Officer (CNO)/Product Manager

a.k.a. TBA

Team: Executive

 

  • Hayley Stewart

Hayley Stewart

Director of FA Bean Counters

a.k.a. Director of Bean Counting

Team: FA Bean Counters

Read the Bean Blog

  • Arlene Moss

Arlene Moss

EXECUTIVE BUSINESS COACH

a.k.a. Head Cheerleader

Team: XYPN Advisor Success

Read Arlene's Blog

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Lindsey Harrington

Sales associate

a.k.a. Growth Guru

Team: XYPN Sales

Schedule a Call 

  • Isabel Leong

Isabel Leong

MEMBER EXPERIENCE SPECIALIST

a.k.a. Support Superstar

Team: XYPN Member Services

 

Kassy Betterley

Kassy Betterley

Member Experience Specialist

a.k.a. Support Superstar

Team: XYPN Member Services

 

Katie DeMars

Katie DeMars

WEBMASTER

a.k.a. Digital Dynamo

Team: XYPN Marketing

Read Katie's Blog

  • BB Webb

 BB Webb

Sales Coach

a.k.a. Business Booster

Team: XYPN Advisor Success

 

 

Heather Walstad

 Heather Walstad

Director of Finance

a.k.a. TBA

Team: XYPN Finance

 

Jocelyn Tillisch

 Jocelyn Tillisch

Compliance Specialist

a.k.a. Compliance Commander

Team: XYPN Compliance

 

 

Kirsten Storm

Kirsten Storm

Onboarding Specialist

a.k.a. Support Superstar

Team: XYPN Member Services

 

Michael Law

 Michael Law, CPA

Managing Director

a.k.a. TBA

Team: XY Tax Solutions

 

Open Position

 TBA

Director of Business Development

a.k.a. TBA

Team: XYPN Sales

  • Malcolm Thomas

Malcolm Thomas

DIRECTOR OF ADVISOR SUCCESS

a.k.a. Director of Developing Superstars

Team: XYPN Advisor Success

Read Malcolm's Blog

  • Connor Cavigli

Connor Cavigli

XYIS CLIENT SERVICE MANAGER

a.k.a. Happiness Hero

Team: XY Investment Solutions

 

  • Tori Bowerman

Tori Bowerman

EventS Manager

a.k.a. Planning Wizard

Team: XYPN Events

 

  • Carolyn Dalle-Molle

Carolyn Dalle-Molle

MARKETING COACH

a.k.a. Master Marketer

Team: XYPN Advisor Success

Read Carolyn's Blog

  • 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

 

  • Patty Carr

Patty Carr

BookKeeper

a.k.a. Bean Counter

Team: FA Bean Counters

 

Katie Ament

Katie Ament

BookKeeper

a.k.a. Bean Counter

Team: FA Bean Counters

 

Emily Purdon

Emily Purdon

Financial planning & Process Coach

a.k.a. Action Architect

Team: XYPN Advisor Success

Read Emily's Blog

Sara Williams

Sara Williams

Member Experience Specialist

a.k.a. Support Superstar

Team: XYPN Member Services

 

Ira Slingsby

Ira Slingsby

Compliance Project Intern

a.k.a. TBA

Team: XYPN Compliance

 

Open Position

 TBA

Marketing Operations Specialist

a.k.a. TBA

Team: XYPN Marketing