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
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

Maddy Roche
Executive Business Coach

David Bowman, CFP®, CCFC
Director of Partnerships

Seth Davis
Director of Engineering

Erika Madden
Communications 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

Tami Renner
Tech Support 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

Arlene Moss
Executive Business Coach

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
Director of Talent

Sydney Holzer
Senior Payroll & Benefits Manager

Andrea Holland
Senior People Operations Specialist

Sara Blessing
Lead Talent Specialist

Maggie Knox
Payroll and Benefits Specialist

Briana Mason-Bryant
Talent 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
Bookkeeping Specialist

Tiffany Gerrity
Bookkeeping Specialist

Peter Muelling
Lead Bookkeeping Specialist

Alina Nessipbekova
Bookkeeping Specialist

Gabriela Perez
Bookkeeping Specialist

Tessa Romero
Bookkeeping Specialist

Jocelyn Rucker
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

Krystal Schmitz
Operations Manager

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
XYPN Invest

Jeff Snodgrass
Managing Director of XYPN Invest

Jena Olney
Director of Client Services

Mario Nardone, CFA
CHIEF INVESTMENT STRATEGIST

Ben York, FPQP
Lead Client Service 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

Vanessa Dees
Lead Childcare Specialist

Kaila Seay
Childcare Specialist

Megan Sawyer
Lead Childcare Specialist

Tanya Warner
Childcare Specialist
XYPN Tax

Sam Nguyen, CFP®, EA
Director of Tax

Pam Hocevar, EA, MBA, FPQP
Director of Tax

Kenny Watts, MA, EA
Director of Tax

Sara Williams
Director of Operations
XYPN Ops

Monique Dutkowsky
Vice President of XYPN Ops

Amanda Chamberlain
Lead Virtual Associate

Megan Helm
Virtual Associate

Catherine Kirchner
Service Coordinator

Erika Memering
Virtual Associate

Avril Phillips
Service Coordinator

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.