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

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Alan Moore

CEO & CO-FOUNDER

a.k.a. Director of Speeding Things Up

Team: Executive

Read Alan's Blog

  • 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

  • Stacey Unruh

Stacey Unruh

DIRECTOR OF SALES

a.k.a. Director of Growing the Movement

Team: XYPN Sales

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  • 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

 

  • Carrie Frye

Carrie Frye

XYIS Director of Operations

a.k.a. Director of Heavy Lifting

Team: XY Investment Solutions

 

  • 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

Orion specialist

a.k.a. Platform Pro

Team: XY Investment Solutions

 

Bri Slingsby

Bri Slingsby

BookKeeper

a.k.a. Bean Counter

Team: FA Bean Counters

 

Corinne Moss

Corinne Moss

Platform Specialist

a.k.a. Platform Pro

Team: XY Investment Solutions

 

Kingston Hollman

Kingston Hollman

Compliance Consultant

a.k.a. TBA

Team: XYPN Compliance

  

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 TBA

Account Specialist

a.k.a. TBA

Team: FA Bean Counters

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Open Position

 TBA

Compliance Specialist

a.k.a. TBA

Team: XYPN Compliance

Apply

Team Page

TBA

Talent Development manager

a.k.a. TBA

Team: XYPN Operations

 

  • 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

COMPLIANCE SPECIALIST

a.k.a. Maestro of Meticulousness

Team: XYPN Compliance

 

  • Taylor Deardoff

Taylor Deardorff

Member eXPERIENCE specialist

a.k.a. Support Superstar

Team: XYPN Member Services

 

  • 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 Operations

 

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. TBA

Team: XYPN Compliance

  

Vacant Position

 TBA

Managing Director of XYIS

a.k.a. TBA

Team: XY Investment Solutions

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TBA

Financial planning & Process Coach

a.k.a. TBA

Team: XYPN Advisor Success

  • Brandon Moss

Brandon Moss

Managing DIRECTOR Of XYIS

a.k.a. Director of Making Money Grow

Team: XY Investment Solutions

Read Brandon's Blog

  • 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

COACHING PROGRAM MANAGER

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

 

  • Whitney Mitchell

Whitney Mitchell

Email Marketing SPECIALIST

a.k.a. Postmaster

Team: XYPN Marketing

Read Whitney's Blog

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

 

Vacant Position

TBA

Graphic Design Intern

a.k.a. TBA

Team: XYPN Marketing

 

Corinne Moss

 TBA

Director of Finance

a.k.a. TBA

Team: XYPN Operations

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Chief Operating Officer/Integrator

TBA

Chief operating officer/integrator

a.k.a. TBA

Team: Executive

 

  • 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

Event Coordinator

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

 

  • 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

 

Vacant Position

 TBA

Sales Coach

a.k.a. TBA

Team: XYPN Advisor Success

Apply

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 TBA

Director of Tax

a.k.a. TBA

Team: FA Bean Counters

Apply

Childcare Specialist

 TBA

Childcare specialist

a.k.a. TBA

Team: XYPN Operations