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

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Alan Moore

CEO & CO-FOUNDER

a.k.a. Director of Speeding Things Up

Team: Executive

Read Alan's Blog

  • Vince Hockett headshot

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

 

  • 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

Senior 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 headshot

Jillian Berry

Product Designer

Team: XYPN Technology

 

 

  • KelseyWheatlebw

Kelsey Wheatle

member benefits specialist

Team: Member Success

 

 

Pearl Michalson headshot

Pearl Michalson

Internship Coordinator

Team: XYPN People & Culture

 

Kori Lennon

Kori Lennon

community engagement manager

Team: Member Success

Blake Mattfeldt

Blake Mattfeldt

Tax Specialist

Team: XY Tax Solutions

  • 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

Lead 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

 

Rhiannon Shook headshot

Rhiannon Shook

Director of XYLC

Team: XY Learning Center

 

Nixon Ramin

Nixon Ramin

Software Engineer

Team: XYPN Technology

Ira Slingsby

Ira Slingsby

Compliance Specialist

Team: XYPN Compliance

  • 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

Lead 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 

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 Tami Renner

Operations Specialist

Team: XYPN Operations

 

Thomas Kerney

Thomas Kerney

Compliance Consultant

Team: XYPN Compliance

Chelsey Patera headshot

Chelsey Patera

Tax Specialist

Team: XY Tax Solutions

Ryan Watin headshot

 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

Director

a.k.a. Director Bean Counting

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

Lead operations Specialist

a.k.a. TBD

Team: XY Tax Solutions

 

Audrey Moss headshot

 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 headshot
Cheryl Lewis
Account specialist

a.k.a. Bean Counter

Team: FA Bean Counters

 

Katrina Ivancic

Katrina Ivancic

Tax Manager

Team: XY Tax Solutions

Join Our Team