Meet the Dream Team
Something Powerful
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Founders

Alan Moore, CFP®
Ceo & Co-Founder

Michael Kitces, CFP®
Co-Founder
Leadership Team

Taylor Deardorff
Vice President of Service Operations

Monique Dutkowsky
Vice President of XYPN Ops

Hilary Fetter
Vice President of Sales & Marketing

Travis Gano
Managing Director of Team Relations

Vince Hockett
President

Travis Johnson, IACCP®
Managing Director of XYPN Compliance

Kori Lennon
Vice President of Membership

Kelly Limberg
Director of XY Learning Center

Jeff Snodgrass
Managing Director of XYPN Invest

Heather Walstad, CPA
Managing Director of Finance

Ryan Watin, SHRM-SCP, SPHR
Chief People Officer

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 Network Navigators to learn how XYPN can help you launch, run, and grow your RIA.
Membership

Taylor Deardorff
Vice President of Service Operations

Kori Lennon
Vice President of Membership

David Bowman, CFP®, CCFC
Director of Partnerships

Seth Davis
Director of Engineering

Arlene Moss
Executive Business Coach

Maddy Roche
Executive Business Coach

Erika Madden
Communications Manager

Sara Williams
Senior Partnerships Operations Manager

Kassy Betterley
Community Engagement Manager

Tori Bowerman
Senior Events Manager

Alex Eigen, MA
Manager of Member Experience

Sierra Fredricksen, MA
Learning and Development Manager

Colby Goodrich
Content Designer

Julia Heiko
Content & Design Intern

Tess Hollister
Member Experience Specialist

David Ketch
Senior Software Engineer

Steven Klein
Senior Software Engineer

Julia Lachner
Membership Experience Specialist

Prosper Princewill
Events Intern

Joe Timmer
Principal Software Engineer
Finance

Heather Walstad, CPA
Managing Director of Finance

Shelley Laakso
Finance Manager

David Guthmiller
Controller
Marketing

Hilary Fetter
Vice President of Sales & Marketing

Sam McCue
Director of Sales & Marketing Operations

Lisa Larrivee
Director of Content Marketing

Aimee Arnaud
Field & Event Marketing Manager

Lindsey White
Sales & Marketing Operations Manager

Crystal Bohacek
Web Developer

Audrey Moss
Brand Designer

Eric Murphy
Media Production Specialist
People & Culture

Travis Gano
Managing Director of Team Relations

Stephanie Bogison, SHRM-SCP, PHR
Director of Talent

Sydney Holzer
Senior Payroll & Benefits Manager

Andrea Holland
Senior People Operations Specialist

Sara Blessing
Lead Talent Specialist

Maggie Knox
Lead Payroll & Benefits Specialist
Information Technology (IT)

Jared Martin
IT Manager

Alexis Mitić
IT Specialist
XYPN Books

Tony Williamson
Director of XYPN Books

Rhonda Moore
Senior Sales & Onboarding Manager

Katie Ament
Senior Account Specialist

Kyle Bradley, CPA
Lead Bookkeeping Specialist

Tiffany Gerrity
Bookkeeping Specialist

Peter Muelling
Lead Bookkeeping Specialist

Alina Nessipbekova
Bookkeeping Specialist

Gabriela Lopez
Lead Bookkeeping Specialist

Tessa Romero
Lead Bookkeeping Specialist

Jocelyn Rucker
Lead Bookkeeping Specialist

Danielle Simard
Senior Operations Specialist
XYPN Compliance

Travis Johnson, IACCP®
Managing Director of XYPN Compliance

Kendra Rehm-Dehn
Senior Manager of Investment Advisor Registrations

Renee Bonsell
Senior Compliance Specialist

Tyler Braman
Compliance Consultant

Shelby Brown, IACCP®
Senior Compliance Consultant

Terria Heng
Senior Compliance Consultant

Donald Horack
Compliance Intern

Patrick Noel, IACCP®
Senior Compliance Consultant

Jessica Rice
Lead Compliance Specialist

Kelsey Rich
Apprentice Compliance Consultant

Krystal Schmitz
Junior Compliance Consultant

Kurt Vincunas
Senior Compliance Specialist
XYPN Invest

Jeff Snodgrass
Managing Director of XYPN Invest

Jena Olney
Director of Client Services

Ana George
Lead Operations Specialist

Mario Nardone, CFA
CHIEF INVESTMENT STRATEGIST

Violet Zinkerman, CRPC
Lead Operations Specialist
XY Learning Center

Kelly Limberg
Director of XY Learning Center

Laura Rodas
Assistant Director of XY Learning Center

Taylor Bahr
Childcare Specialist

Erika Bienfang
Lead Childcare Specialist

Zach Cirillo
Childcare Specialist

Alex Condon
Lead Childcare Specialist

Rylee Connolly
Childcare Specialist

Vanessa Dees
Lead Childcare Specialist

Kaila Seay
Childcare Specialist

Megan Sawyer
Lead Childcare Specialist

Tanya Warner
Childcare Specialist
XYPN Ops

Monique Dutkowsky
Vice President of XYPN Ops

Amanda Chamberlain
Lead Virtual Associate

Tristan Crook, CFP®
Virtual Associate

Jeff Grimes, CFP®
Service Coordinator

Megan Helm
Virtual Associate

Erika Memering
Lead Virtual Associate

Avril Phillips
Client Service Manager

Kait Nortum
Service Coordinator

Leon Ren
Virtual Associate

Vixen Thompson
Lead Virtual Associate
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.