Founders

Alan Moore

Alan Moore, CFP®

Ceo & Co-Founder
Michael Kitces

Michael Kitces, CFP®

Co-Founder

Leadership Team

Daniel Adams

Daniel Adams, CPA

Senior Director of XY Bean Counters
Taylor Deardorff

Taylor Deardorff

Managing Director of Member Experience and Tech
Monique Dutkowsky

Monique Dutkowsky

Vice President of XY Virtual Assistant
Hilary Fetter

Hilary Fetter

Vice President of Sales & Marketing
Travis Gano

Travis Gano

Managing Director of Team Relations
Vince Hockett

Vince Hockett

President
Travis Johnson

Travis Johnson

Managing Director of XY Compliance Solutions
Kori Lennon

Kori Lennon

Managing Director of Business Solutions
Kelly Limberg

Kelly Limberg

Director of XY Learning Center
Maddie Miller

Maddie Miller

Vice President of Accounting Services
Maddy Roche

Maddy Roche

Vice President of Getting Sh!t Done
Jeff Snodgrass

Jeff Snodgrass

Managing Director of XY Investment Solutions
Heather Walstad

Heather Walstad

Managing Director of Finance
Ryan Watin

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.

Chris Johnson

Chris Johnson

Manager of Business Development
Schedule a call with Chris
Eli Rickert

Eli Rickert

Senior Business Development Specialist
Schedule a call with Eli

Membership

Maddy Roche

Maddy Roche

Vice President of Getting Sh!t Done
Kori Lennon

Kori Lennon

Managing Director of Business Solutions
Taylor Deardorff

Taylor Deardorff

Managing Director of Member Experience & Technology
Seth Davis

Seth Davis

Director of Engineering
Erika Madden

Erika Madden

Director of Member Communications
Reggie Padin

Reggie Padin, EdD

Director of Learning and Development
Kassy Betterley

Kassy Betterley

Community Engagement Manager
Tori Bowerman

Tori Bowerman

Senior Events Manager
Alex Eigen

Alex Eigen, MA

Manager of Member Experience
Sierra Fredricksen

Sierra Fredricksen, MA

Operations Manager
Tami Renner

Tami Renner

Tech Support Manager
Kathleen Boyd

Kathleen Boyd, CFP®

Financial Planning and Process Coach
Colby Goodrich

Colby Goodrich

Content Designer
Rachel Hewett

Rachel Hewett

Business Solutions Intern
David Ketch

David Ketch

Senior Software Engineer
Steven Klein

Steven Klein

Senior Software Engineer
Arlene Moss

Arlene Moss

Executive Business Coach
Joe Timmer

Joe Timmer

Principal Software Engineer

Finance

Heather Walstad

Heather Walstad, CPA

Managing Director of Finance
Shelley Laakso

Shelley Laakso

Finance Manager
David Guthmiller

David Guthmiller

Controller

Marketing

Hilary Fetter

Hilary Fetter

Vice President of Sales & Marketing
Sam McCue

Sam McCue

Director of Sales & Marketing Operations
Lisa Larrivee

Lisa Larrivee

Director of Content Marketing
Lindsey White

Lindsey White

Sales & Marketing Operations Manager
Aimee Arnaud

Aimee Arnaud

Lead Events Specialist
Crystal Bohacek

Crystal Bohacek

Web Design & Developer Intern
Christian Lam

Christian Lam

Marketing Operations Intern
Audrey Moss

Audrey Moss

Brand Designer
Rachel Plotzky

Rachel Plotzky

Marketing Intern

People & Culture

Travis Gano

Travis Gano

Managing Director of Team Relations
Stephanie Bogison

Stephanie Bogison

Director of Talent
Jared Martin

Jared Martin

IT Manager
Sydney Wagner

Sydney Wagner

Senior Payroll & Benefits Manager
Andrea Holland

Andrea Holland

Senior People Operations Specialist
Sara Blessing

Sara Blessing

Talent Specialist
Taylor Conger

Taylor Conger

Talent Specialist
Maggie Knox

Maggie Knox

Payroll and Benefits Specialist
Briana Mason-Bryant

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

Daniel Adams, CPA

Senior Director of XY Bean Counters
Rhonda Moore

Rhonda Moore

Onboarding Manager
Tony Williamson

Tony Williamson

Accounting Manager
Katie Ament

Katie Ament

Lead Account Specialist
Kyle Bradley

Kyle Bradley, CPA

Bookkeeping Specialist
Dan Jose

Dan Jose

Bookkeeping Intern
Peter Muelling

Peter Muelling

Bookkeeping Specialist
Gabriela Perez

Gabriela Perez

Bookkeeping Specialist
Tessa Romero

Tessa Romero

Bookkeeping Specialist
Jocelyn Rucker

Jocelyn Rucker

Bookkeeping Specialist
Danielle Simard

Danielle Simard

Senior Operations Specialist

XY Compliance Solutions

Travis Johnson

Travis Johnson

Managing Director of XY Compliance Solutions
Kendra Rehm-Dehn

Kendra Rehm-Dehn

Manager of Investment Advisor Registrations
Krystal Schmitz

Krystal Schmitz

Operations Manager
Tyler Braman

Tyler Braman

Apprentice Compliance Consultant
Shelby Brown

Shelby Brown

Compliance Consultant
Terria Heng

Terria Heng

Compliance Consultant
Patrick Noel

Patrick Noel

Compliance Consultant
Jessica Rice

Jessica Rice

Lead Compliance Specialist
Kelsey Rich

Kelsey Rich

Apprentice Complaince Consultant
Ira Slingsby

Ira Slingsby

Lead Compliance Specialist

XY Virtual Assistant

Monique Dutkowsky

Monique Dutkowsky

Vice President of XY Virtual Assistant
Brittany Fairnot

Brittany Fairnot

Pod Manager
Stuart Pyne

Stuart Pyne

Onboarding Manager
Amanda Chamberlain

Amanda Chamberlain

Lead Virtual Associate
Megan Helm

Megan Helm

Virtual Associate
Erika Memering

Erika Memering

Virtual Assistant
Avril Phillips

Avril Phillips

Service Coordinator
Vixen Thompson

Vixen Thompson

Lead Virtual Associate

XY Learning Center

Kelly Limberg

Kelly Limberg

Director of XY Learning Center
Maggie Farwell

Maggie Farwell

Assistant Director of XY Learning Center
Taylor Andrews

Taylor Andrews

Childcare Specialist
Erika Bienfang

Erika Bienfang

Lead Childcare Specialist
Vanessa Dees

Vanessa Dees

Childcare Specialist
Alexandria Judge

Alexandria Judge

Childcare Specialist
Kate Reedy

Kate Reedy

Lead Childcare Specialist
Laura Rodas

Laura Rodas

Lead Childcare Specialist
Kaila Seay

Kaila Seay

Childcare Specialist
Megan Sawyer

Megan Sawyer

Lead Childcare Specialist
Casey Monteiro

Casey Monteiro

Childcare Specialist
Meredith Wies

Meredith Wies

Childcare Specialist

XY Investment Solutions

Jeff Snodgrass

Jeff Snodgrass

Managing Director of XY Investment Solutions
Mario Nardone

Mario Nardone, CFA

CHIEF INVESTMENT STRATEGIST
Jena Olney

Jena Olney

CLIENT SERVICE MANAGER
Sarah Orlando

Sarah Orlando

SALES AND ONBOARDING MANAGER
Ben York

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

Maddie Miller, CPA

Vice President of Accounting Services
Sam Nguyen

Sam Nguyen, CFP®, EA

Director of Tax
Pam Hocevar

Pam Hocevar, EA, MBA, FPQP

Director of Tax
Nicole McCown

Nicole McCown, CPA

Director of Tax
Rhonda Collins

Rhonda Collins, CPA, MBA, EA

Director of Tax
Frank Gerbus

Frank Gerbus, EA

Director of Tax
Kenny Watts

Kenny Watts, MA, EA

Director of Tax
Sara Williams

Sara Williams

Director of Operations
Juan Contreras

Juan Contreras, CPA

Tax Specialist
Dante Duliebre

Dante Duliebre

Tax Specialist
Shane Gibson

Shane Gibson, CPA

Tax Specialist
Kaitlin Holliday

Kaitlin Holliday

Tax Specialist
Danelle Kruszka

Danelle Kruszka

Tax Specialist
Sarah Leet

Sarah Leet, MBA, EA

Senior Tax Specialist
Anna Maiurnikova

Anna Maiurnikova

Operations Specialist
Blake Mattfeldt

Blake Mattfeldt, CPA

Senior Tax Specialist
Chelsey Patera

Chelsey Patera

Tax Specialist
Riley Pemstein

Riley Pemstein

Tax Specialist
Gary Popovich

Gary Popovich

Tax Specialist
Jesse Sanders

Jesse Sanders, EA

Senior Tax Specialist
Alli Whittle

Alli Whittle

Tax Specialist
Nicholas Wiggins

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.