Executive Leadership
ALAN MOORE, CFP®
CEO & CO-FOUNDER
MICHAEL KITCES, CFP®
CO-FOUNDER
LISA BUKOWITZ
CHIEF MARKETING OFFICER
STEPHANIE FOSTER
CHIEF ADMINISTRATIVE OFFICER
VINCE HOCKETT
CHIEF REVENUE OFFICER
SHARNÁ MARSHALL
EXECUTIVE ASSISTANT
Business Development
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PHILIP NARO
SENIOR DIRECTOR OF BUSINESS DEVELOPMENT
AIMEE ARNAUD
LEAD BUSINESS DEVELOPMENT SPECIALIST
CHRIS JOHNSON
LEAD BUSINESS DEVELOPMENT SPECIALIST
Business Operations
BENJAMIN ISIDORE
DIRECTOR OF INFORMATION TECHNOLOGY
HEATHER WALSTAD
DIRECTOR OF FINANCE
RUPA PEREIRA
DIRECTOR OF STRATEGIC INITIATIVES
TRAVIS GANO
DIRECTOR OF OPERATIONS
BRI SLINGSBY
LEAD FINANCE SPECIALIST
QUENTIN RICKEY
ACCOUNTING INTERN
SARAH ORLANDO
SENIOR FINANCE SPECIALIST
SHELLEY LAAKSO
FINANCE MANAGER
TAMI RENNER
LEAD OPERATIONS SPECIALIST
Compliance
TRAVIS JOHNSON
DIRECTOR
IRA SLINGSBY
COMPLIANCE SPECIALIST
KELSEY RICH
LEAD COMPLIANCE SPECIALIST
KENDRA REHM-DEHN
MANAGER OF INVESTMENT ADVISOR REGISTRATIONS
KRYSTAL SCHMITZ
SENIOR COMPLIANCE SPECIALIST
RONALD YI
COMPLIANCE CONSULTANT
SHAWN GAO
COMPLIANCE INTERN
SHELBY BROWN
COMPLIANCE CONSULTANT
TERRIA HENG
COMPLIANCE CONSULTANT
TYLER BRAMAN
APPRENTICE COMPLIANCE CONSULTANT
Marketing
KELLY MOORMAN
DIRECTOR OF BRAND COMMUNICATIONS
AUDREY MOSS
GRAPHIC DESIGNER
EMILY CAMPBELL
ASSOCIATE EDITOR
KATIE DEMARS
MARKETING SYSTEMS ADMINISTRATOR
LINDSEY WHITE
EMAIL MARKETING MANAGER
RACHEL PLOTZKY
MARKETING INTERN
RYAN UNROE
WEB DESIGN INTERN
Member Success
MADDY ROCHE
SENIOR DIRECTOR
JORDAN HUTCHISON
DIRECTOR OF PARTNERSHIPS
KORI LENNON
DIRECTOR OF ADVISOR EDUCATION
ARLENE MOSS
EXECUTIVE BUSINESS COACH
BB WEBB
SALES COACH
CAROLYN DALLE-MOLLE
MARKETING COACH
JERRYLENE JOHN
SENIOR MEMBER SUCCESS MANAGER
JORDAN EVANS-KAPLAN
DATA ANALYST
KASSY BETTERLEY
LEAD RELATIONSHIP SPECIALIST
KELSEY WHEATLE
MEMBER BENEFITS SPECIALIST
KIRSTEN STORM
LEAD ONBOARDING SPECIALIST
SIERRA FREDRICKSEN, MA
ADVISOR EDUCATION SPECIALIST
TORI BOWERMAN
EVENTS MANAGER
People & Culture
RYAN WATIN, SHRM-SCP, PHR
CHIEF PEOPLE OFFICER
HUNTER PETERSON
HR INTERN
MANJU RAJENDRAN
TALENT ACQUISITION MANAGER
PEARL MICHALSON
PEOPLE OPERATIONS MANAGER
PHYLLIS TANG
HR INTERN
ROSANNA LIU
HR INTERN
Technology
TAYLOR DEARDORFF
PRODUCT OWNER
DAVID KETCH
SENIOR SOFTWARE ENGINEER
JILLIAN BERRY
PRODUCT DESIGNER
JOE TIMMER
PRINCIPAL SOFTWARE ENGINEER
XY Bean Counters
Focus on what you do best—working with clients—and leave the bookkeeping to us! Visit our website to learn more.
DAN KESLIN
DIRECTOR
AVERY HEINZ
TAX INTERN
CHERYL LEWIS
ACCOUNT SPECIALIST
ERYN YOUNG
BOOKKEEPING INTERN
HAYLEY STEWART
SENIOR ACCOUNTANT
KATIE AMENT
ACCOUNT SPECIALIST
PATTY CARR
LEAD ACCOUNT SPECIALIST
RHONDA MOORE
ACCOUNT MANAGER
SAVANNAH POTTER
BOOKKEEPING INTERN
XY Investment Solutions
Turn-key investment management solutions designed to elevate the human financial advisor. Visit our website to learn more.
THOMAS KERNEY, CIMA®
SENIOR DIRECTOR
MARIO NARDONE, CFA
CHIEF INVESTMENT STRATEGIST
JEFF SNODGRASS
SENIOR ORION CONSULTANT
JENA OLNEY
CLIENT SERVICES SPECIALIST
MICHELLE SKINNER
CLIENT SERVICES SPECIALIST
XY Learning Center
Downtown Bozeman’s only full-time childcare center with drop-in availability. Visit our website to learn more.
RHIANNON SHOOK
DIRECTOR
COURTNEY KLüTZ
LEAD CHILDCARE SPECIALIST
KAILA SEAY
CHILDCARE SPECIALIST
KATE REEDY
CHILDCARE SPECIALIST
LAURA RODAS
CHILDCARE SPECIALIST
REBECCA DUNNING
CHILDCARE SPECIALIST
SARA FRYE
LEAD CHILDCARE SPECIALIST
SARAH PERSSON
CHILDCARE SPECIALIST
XY Tax Solutions
XY Tax Solutions is your trustworthy, CPA-in-your-corner solution that you—and, more importantly, your clients—can rely on for all of their tax-related needs. Visit our website to learn more.
EMILY PURDON, CFP®, EA
SENIOR DIRECTOR
BLAKE MATTFELDT
TAX SPECIALIST
CHELSEY PATERA
TAX SPECIALIST
DAN RITTER, CPA
TAX MANAGER
KATRINA IVANCIC, CPA
TAX MANAGER
MICHAEL LAW, CPA
SENIOR TAX MANAGER
PAM HOCEVAR, EA
TAX MANAGER
RACHEL BLACK
TAX SPECIALIST
SAM NGUYEN, CFP®, EA
SENIOR TAX MANAGER
SARA WILLIAMS
LEAD OPERATIONS SPECIALIST
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.
