Meet Our Team

  • Team Page Photos (37).png

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

  • Vince Hockett

Vince Hockett

Chief revenue Officer

a.k.a. Director of Creating Things

Team: Executive

 

  • Maddy Roche

Maddy Roche

Senior DIRECTOR OF MEMBER success

a.k.a. Director of Getting Sh!t Done

Team: XYPN Member Success

Read Maddy's Blog

  • Jen Mastrud

Jennifer Mastrud

Senior DIRECTOR OF sales and MARKETING

a.k.a. Senior 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

ACADEMY Manager
 

a.k.a. Learning Leader

Team: XYPN Member 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

Lead Finance Specialist

a.k.a. TBD

Team: XYPN Finance

Sara Frye

 Sara Frye

Lead Childcare specialist

a.k.a. Child Chaser

Team: XY Learning Center

Lisa Asher

Lisa Asher

Managing Director

a.k.a. Director of Making Money Grow

Team: XY Investment Solutions

Read Lisa's Blog

Krystal Schmitz

Krystal Schmitz

Compliance Specialist

a.k.a. Compliance Commander

Team: XYPN Compliance

 

Philip Naro

Philip Naro

Senior Director of Business Development

a.k.a. Network Navigator

Team: XYPN Sales

Schedule a Call 

 

Jillian Berry

Jillian Berry

Product Designer

Team: XYPN Technology

 

  • KelseyWheatlebw

Kelsey Wheatle

member benefits specialist

Team: Member Success

 

Pearl Michalson

Pearl Michalson

Internship Coordinator

Team: XYPN People & Culture

 

  • 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

Director of Brand Communications

a.k.a. Word Whiz

Team: XYPN Marketing

Read Kelly's Blog

  • Taylor Deardoff

Taylor Deardorff

Product Owner

a.k.a. TBD

Team: XYPN Technology

Read Taylor's Blog

  • Kelsey Rich

Kelsey Rich

LEAD Compliance Specialist

a.k.a. Compliance Concierge

Team: XYPN Compliance

 

  • Sarah Orlando

Sarah Orlando

Senior FINANCe SPECIALIST

a.k.a. Dough Handler

Team: XYPN Finance

Kendra Rehm-Dehn

Kendra Rehm-Dehn

LEAD Compliance SPECIALIST

a.k.a. Registration Rockstar

Team: XYPN Compliance

Shelby Brown

Shelby Brown

Compliance Consultant

a.k.a. Filing Phenom

Team: XYPN Compliance  

 

Lillie Delaney

Lillie Delaney

Platform & Operations Specialist

a.k.a. TBD

Team: XY Investment Solutions

 

Aimee Arnaud

Aimee Arnaud

Business Development Specialist

a.k.a. Network Navigator

Team: XYPN Sales

Schedule a Call 

Derek Ketch

David Ketch

Software Developer

a.k.a. TBA

Team: XYPN Technology

 

RhiannonShook-Circle-BW

Rhiannon Shook

Director of XYLC

Team: XY Learning Center

 

Open Position

Kori Lennon

community engagement manager

Team: Member Success

  • Hayley Stewart

Hayley Stewart

Senior Accountant

a.k.a. Senior Bean Counter
 

Team: FA Bean Counters

Read the Bean Blog

  • Arlene Moss

Arlene Moss

EXECUTIVE BUSINESS COACH

a.k.a. Head Cheerleader

Team: XYPN Member Success

Read Arlene's Blog

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Lindsey White

Email Marketing Manager

a.k.a. Content Queen

Team: XYPN Marketing

Read Lindsey's Blog

  • Isabel Leong

Isabel Leong

Lead MEMBER EXPERIENCE SPECIALIST

a.k.a. Support Superstar

Team: XYPN Member Success

Read Isabel's Blog

Kassy Betterley

Kassy Betterley

Lead Member Experience Specialist

a.k.a. Support Superstar

Team: XYPN Member Success

Read Kassy's Blog

Katie DeMars

Katie DeMars

Marketing Systems Administrator

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 Member Success

Read BB's Blog

Heather Walstad

Heather Walstad

Director of Finance

a.k.a. TBA

Team: XYPN Finance

 

Joe Timmer

 Joe Timmer

Principal Software Engineer

a.k.a. Head of Making Things Work

Team: XYPN Technology

Kirsten Storm

Kirsten Storm

Onboarding Specialist

a.k.a. Support Superstar

Team: XYPN Member Success

 

Chris Johnson

Chris Johnson

Business Development Specialist

a.k.a. Network Navigator

Team: XYPN Sales

Schedule a Call 

Tami Renner

 Tami Renner

Operations Specialist

a.k.a. TBA

Team: XYPN Operations

 

Ryan Watin

 Ryan Watin

Director of People & Culture

a.k.a. TBD
 

Team: XYPN People & Culture

 

  • 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 Member Success

Read Carolyn's Blog

  • Rhonda Moore

Rhonda Moore

Account Manager

a.k.a. Onboarding Bean Counter

Team: FA Bean Counters

 

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Dan Keslin

Manager of FABC

a.k.a. Captain Bean Counter

Team: FA Bean Counters

 

  • Patty Carr

Patty Carr

Account Specialist

a.k.a. Bean Counter

Team: FA Bean Counters

Katie Ament

Katie Ament

Account Specialist

a.k.a. Bean Counter

Team: FA Bean Counters

Emily Purdon

Emily Purdon

Director of XY Tax Solutions

a.k.a. TBD

Team: XY Tax Solutions

Sara Williams

Sara Williams

operations Specialist

a.k.a. TBD

Team: XY Tax Solutions

Audrey Moss

 Audrey Moss

Graphic Designer

a.k.a. Design Dynamo

Team: XYPN Marketing

 

Michael Law

 Michael Law, CPA

Senior Tax Manager

a.k.a. TBA

Team: XY Tax Solutions

 

Cheryl Lewis
Cheryl Lewis
Account specialist

a.k.a. Bean Counter

Team: FA Bean Counters

 

Join Our Team

Open Position - Female Avatar

TBD

CHIEF MARKETING OFFICER

Team: XYPN Member Success

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TBD

Software Engineer

Team: Technology

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TBD

DIRECTOR OF ADVISOR EDUCATION

Team: XYPN Member Success

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TBD

Senior Tax Manager

Team: XY Tax Solutions

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TBD

Compliance Consultant

Team: XYPN Compliance

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TBD

Tax Manager

Team: XY Tax Solutions

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TBD

Financial Planning & Process Coach

Team: XYPN Member Success

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TBD

Tax Intern

Team: XY Tax Solutions

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