Meet the Dream Team

Founders

Alan Moore

Alan Moore, CFP®

Ceo & Co-Founder
Michael Kitces

Michael Kitces, CFP®

Co-Founder

Leadership Team

David Bowman

David Bowman, CFP®, CCFC

Director of Partnerships
Taylor Deardorff

Taylor Deardorff

Vice President of Service Operations
Monique Dutkowsky

Monique Dutkowsky

Vice President of XYPN Ops
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, IACCP®

Managing Director of XYPN Compliance
Kori Lennon

Kori Lennon

Vice President of Membership
Kelly Limberg

Kelly Limberg

Director of XY Learning Center
Jeff Snodgrass

Jeff Snodgrass

Managing Director of XYPN Invest
Heather Walstad

Heather Walstad, CPA

Vice President of Finance
Ryan Watin

Ryan Watin, SHRM-SCP, SPHR

Chief People Officer
Tony Williamson

Tony Williamson

Director of XYPN Books

Business Development

Want to learn more about the Movement disrupting the financial planning industry? Schedule a call with our Success Strategists to learn how XYPN can help you launch, run, and grow your RIA.

Aimee Arnaud

Aimee Arnaud

Director of Sales
Chris Johnson

Chris Johnson

Senior Business Development Manager
Schedule a call with Chris →
Eli Rickert

Eli Rickert

Business Development Manager

Membership

Kori Lennon

Kori Lennon

Vice President of Membership
David Bowman

David Bowman, CFP®, CCFC

Director of Partnerships
Seth Davis

Seth Davis

Director of Engineering
Arlene Moss

Arlene Moss

Executive Business Coach
Maddy Roche

Maddy Roche

Executive Business Coach
Erika Madden

Erika Madden

Communications Manager
Sara Williams

Sara Williams

Senior Partnerships Operations Manager
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

Learning and Development Manager
Colby Goodrich

Colby Goodrich

Content Designer
Julia Heiko

Julia Heiko

Content & Design Intern
Tess Hollister

Tess Hollister

Member Experience Specialist
David Ketch

David Ketch

Senior Software Engineer
Steven Klein

Steven Klein

Senior Software Engineer
Julia Lachner

Julia Lachner

Membership Experience Specialist
Joe Timmer

Joe Timmer

Principal Software Engineer

Finance

Heather Walstad

Heather Walstad, CPA

Vice President of Finance
Shelley Laakso

Shelley Laakso

Finance Manager
David Guthmiller

David Guthmiller

Controller
Louis Davison

Louis Davison

Accounting Intern

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

Senior Sales & Marketing Operations Manager
Crystal Bohacek

Crystal Bohacek

Web Developer
Audrey Moss

Audrey Moss

Senior Brand Design Manager
Eric Murphy

Eric Murphy

Media Production Specialist

People & Culture

Travis Gano

Travis Gano

Managing Director of Team Relations
Stephanie Bogison

Stephanie Bogison, SHRM-SCP, PHR

Director of Talent
Sydney Holzer

Sydney Holzer

Senior Payroll & Benefits Manager
Andrea Holland

Andrea Holland

Senior People Operations Specialist
Sara Blessing

Sara Blessing

Lead Talent Specialist
Maggie Knox

Maggie Knox

Lead Payroll & Benefits Specialist

Information Technology (IT)

Jared Martin

Jared Martin

IT Manager
Alexis Mitić

Alexis Mitić

IT Specialist

XYPN Books

Tony Williamson

Tony Williamson

Director of XYPN Books
Rhonda Moore

Rhonda Moore

Senior Sales & Onboarding Manager
Katie Ament

Katie Ament

Senior Account Specialist
Tiffany Gerrity

Tiffany Gerrity

Bookkeeping Specialist
Peter Muelling

Peter Muelling

Lead Bookkeeping Specialist
Alina Nessipbekova

Alina Nessipbekova

Bookkeeping Specialist
Gabriela Lopez

Gabriela Lopez

Lead Bookkeeping Specialist
Samantha Rivera-Bagley

Samantha Rivera-Bagley

Bookkeeping Specialist
Tessa Romero

Tessa Romero

Lead Bookkeeping Specialist
Jocelyn Rucker

Jocelyn Rucker

Lead Bookkeeping Specialist
Danielle Simard

Danielle Simard

Accounting Manager

XYPN Compliance

Travis Johnson

Travis Johnson, IACCP®

Managing Director of XYPN Compliance
Kendra Rehm-Dehn

Kendra Rehm-Dehn

Director of RIA Registrations
Renee Bonsell

Renee Bonsell

Senior Compliance Specialist
Tyler Braman

Tyler Braman

Compliance Consultant
Shelby Brown

Shelby Brown, IACCP®

Senior Compliance Consultant
Terria Heng

Terria Heng

Senior Compliance Consultant
Donald Horack

Donald Horack

Compliance Intern
Patrick Noel

Patrick Noel, IACCP®

Senior Compliance Consultant
Jessica Rice

Jessica Rice

Senior Compliance Specialist
Kelsey Rich

Kelsey Rich

Apprentice Compliance Consultant
Krystal Schmitz

Krystal Schmitz

Junior Compliance Consultant
Kurt Vincunas

Kurt Vincunas

Senior Compliance Specialist

XYPN Invest

Jeff Snodgrass

Jeff Snodgrass

Managing Director of XYPN Invest
Jena Olney

Jena Olney

Director of Client Services
Dionne Blanks

Dionne Blanks, AFC

Lead Operations Specialist
Brittany Braatz

Brittany Braatz

Lead Operations Specialist
Ana George

Ana George

Lead Operations Specialist
Arthur Harter

Arthur Harter

Lead Operations Specialist
Mario Nardone

Mario Nardone, CFA

CHIEF INVESTMENT STRATEGIST
Violet Zinkerman

Violet Zinkerman, CRPC

Lead Operations Specialist

XY Learning Center

Kelly Limberg

Kelly Limberg

Director of XY Learning Center
Laura Rodas

Laura Rodas

Assistant Director of XY Learning Center

XYPN Ops

Monique Dutkowsky

Monique Dutkowsky

Vice President of XYPN Ops
Amanda Chamberlain

Amanda Chamberlain

Service Coordinator
Tristan Crook

Tristan Crook, CFP®

Virtual Associate
Brittany Davis

Brittany Davis, AFC®

Virtual Associate
Jeff Grimes

Jeff Grimes, CFP®

Virtual Associate
Megan Helm

Megan Helm

Virtual Associate
Erika Memering

Erika Memering

Lead Virtual Associate
Avril Phillips

Avril Phillips

Client Service Manager
Kait Nortum

Kait Nortum

Service Coordinator
Leon Ren

Leon Ren

Virtual Associate
Vixen Thompson

Vixen Thompson

Lead Virtual Associate
Ronald Yi

Ronald Yi

Service Coordinator

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.

See Open Positions →