Meet the Dream Team

Founders

Alan Moore

Alan Moore, CFP®

Ceo & Co-Founder
Michael Kitces

Michael Kitces, CFP®

Co-Founder

Leadership Team

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

Managing Director of Finance
Ryan Watin

Ryan Watin, SHRM-SCP, SPHR

Chief People Officer
Tony Williamson

Tony Williamson

Director of XYPN Books

Business Development

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Chris Johnson

Chris Johnson

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

Eli Rickert

Senior Business Development Specialist
Schedule a call with Eli →

Membership

Taylor Deardorff

Taylor Deardorff

Vice President of Service Operations
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
Prosper Princewill

Prosper Princewill

Events Intern
Joe Timmer

Joe Timmer

Principal Software Engineer

Finance

Heather Walstad

Heather Walstad, CPA

Managing Director of Finance
Shelley Laakso

Shelley Laakso

Finance Manager
David Guthmiller

David Guthmiller

Controller

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
Aimee Arnaud

Aimee Arnaud

Field & Event Marketing Manager
Lindsey White

Lindsey White

Sales & Marketing Operations Manager
Crystal Bohacek

Crystal Bohacek

Web Developer
Audrey Moss

Audrey Moss

Brand Designer
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
Kyle Bradley

Kyle Bradley, CPA

Lead Bookkeeping 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
Tessa Romero

Tessa Romero

Lead Bookkeeping Specialist
Jocelyn Rucker

Jocelyn Rucker

Lead Bookkeeping Specialist
Danielle Simard

Danielle Simard

Senior Operations Specialist

XYPN Compliance

Travis Johnson

Travis Johnson, IACCP®

Managing Director of XYPN Compliance
Kendra Rehm-Dehn

Kendra Rehm-Dehn

Senior Manager of Investment Advisor 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

Lead 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
Ana George

Ana George

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
Taylor Bahr

Taylor Bahr

Childcare Specialist
Erika Bienfang

Erika Bienfang

Lead Childcare Specialist
Zach Cirillo

Zach Cirillo

Childcare Specialist
Alex Condon

Alex Condon

Lead Childcare Specialist
Rylee Connolly

Rylee Connolly

Childcare Specialist
Vanessa Dees

Vanessa Dees

Lead Childcare Specialist
Kaila Seay

Kaila Seay

Childcare Specialist
Megan Sawyer

Megan Sawyer

Lead Childcare Specialist
Tanya Warner

Tanya Warner

Childcare Specialist

XYPN Ops

Monique Dutkowsky

Monique Dutkowsky

Vice President of XYPN Ops
Amanda Chamberlain

Amanda Chamberlain

Lead Virtual Associate
Tristan Crook

Tristan Crook, CFP®

Virtual Associate
Jeff Grimes

Jeff Grimes, CFP®

Service Coordinator
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

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.