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
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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