Executive Leadership
ALAN MOORE, CFP®
CEO & CO-FOUNDER
MICHAEL KITCES, CFP®
CO-FOUNDER
RYAN WATIN, SHRM-SCP, PHR
CHIEF PEOPLE OFFICER
VINCE HOCKETT
PRESIDENT
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.
AIMEE ARNAUD
LEAD BUSINESS DEVELOPMENT SPECIALIST
CHRIS JOHNSON
LEAD BUSINESS DEVELOPMENT SPECIALIST
ELI RICKERT
BUSINESS DEVELOPMENT SPECIALIST
Finance
HEATHER WALSTAD
Managing Director of Finance
SHELLEY LAAKSO
FINANCE MANAGER
Compliance
TRAVIS JOHNSON
DIRECTOR
KELSEY RICH
SENIOR COMPLIANCE SPECIALIST
IRA SLINGSBY
LEAD COMPLIANCE SPECIALIST
JESSICA RICE
COMPLIANCE SPECIALIST
KENDRA REHM-DEHN
MANAGER OF INVESTMENT ADVISOR REGISTRATIONS
KRYSTAL SCHMITZ
SENIOR COMPLIANCE SPECIALIST
PATRICK NOEL
COMPLIANCE CONSULTANT
SHELBY BROWN
COMPLIANCE CONSULTANT
TERRIA HENG
COMPLIANCE CONSULTANT
TYLER BRAMAN
APPRENTICE COMPLIANCE CONSULTANT
Marketing
KELLY MOORMAN
Managing Director of Sales & Marketing
AUDREY MOSS
Brand Designer
EMILY CAMPBELL
ASSOCIATE EDITOR
LINDSEY WHITE
EMAIL MARKETING MANAGER
TORI BOWERMAN
EVENTS MANAGER
RACHEL PLOTZKY
MARKETING INTERN
KYLA LANNERT
OPERATIONS INTERN
Membership
MADDY ROCHE
VP of Getting Sh!t Done
KORI LENNON
Managing Director of Business Solutions
TAYLOR DEARDORFF
Managing Director of Member Experience & Technology
JORDAN HUTCHISON
DIRECTOR OF PARTNERSHIPS
JERRYLENE JOHN
SENIOR MEMBER SUCCESS MANAGER
Erika Madden
Director of Member Communications
ALEX EIGEN, MA
RELATIONSHIP SPECIALIST
ARLENE MOSS
EXECUTIVE BUSINESS COACH
CAROLYN DALLE-MOLLE
MARKETING COACH
KASSY BETTERLEY
COMMUNITY ENGAGEMENT MANAGER
KATHLEEN BOYD, CFP®
FINANCIAL PLANNING AND PROCESS COACH
KIRSTEN COCCO
LEAD ONBOARDING SPECIALIST
SIERRA FREDRICKSEN, MA
ADVISOR EDUCATION SPECIALIST
DAVID KETCH
SENIOR SOFTWARE ENGINEER
STEVEN KLEIN
SENIOR SOFTWARE ENGINEER
JOE TIMMER
PRINCIPAL SOFTWARE ENGINEER
COLBY GOODRICH
CONTENT DESIGN INTERN
People & Culture
TRAVIS GANO
SENIOR DIRECTOR OF TEAM RELATIONS
STEPHANIE BOGISON
Director of Talent
SYDNEY WAGNER
PAYROLL & BENEFITS MANAGER
TAMI RENNER
TALENT ACQUISITION SPECIALIST
TESS HOLLISTER
Talent Specialist
ANDREA STEPHENSON
People Operations Specialist
FERNANDO RAMIREZ JR
TALENT ACQUISITION INTERN
SARA BLESSING
INTERNAL EVENTS INTERN
Strategic Initiatives
MONIQUE DUTKOWSKY
DIRECTOR OF STRATEGIC INITIATIVES
SARAH ORLANDO
OPERATIONS MANAGER
XY Bean Counters
Focus on what you do best—working with clients—and leave the bookkeeping to us! Visit our website to learn more.
DANIEL ADAMS, CPA
XYBC DIRECTOR
BECCA HUYARD, CPA
SENIOR ACCOUNTANT
DAVID GUTHMILLER
LEAD BOOKKEEPING SPECIALIST
KATIE AMENT
LEAD ACCOUNT SPECIALIST
CHERYL LEWIS
OPERATIONS SPECIALIST
DANIELLE SIMARD
BOOKKEEPING SPECIALIST
RHONDA MOORE
ACCOUNT MANAGER
DAN JOSE
XYBC INTERN
SHANTA STURDIVANT
BOOKKEEPING INTERN
XY Investment Solutions
Turn-key investment management solutions designed to elevate the human financial advisor. Visit our website to learn more.
JEFF SNODGRASS
MANAGING DIRECTOR
BEN YORK, FPQP
CLIENT SERVICE SPECIALIST
MARIO NARDONE, CFA
CHIEF INVESTMENT STRATEGIST
JENA OLNEY
Client Service Manager
XY Learning Center
Downtown Bozeman’s only full-time childcare center with drop-in availability. Visit our website to learn more.
HOLLY SMEDLEY
DIRECTOR
LAURA RODAS
LEAD CHILDCARE SPECIALIST
REBECCA DUNNING
LEAD INFANT CHILDCARE SPECIALIST
ALEXANDRIA JUDGE
CHILDCARE SPECIALIST
BETSY MEYER
CHILDCARE SPECIALIST
ERIKA BEINFANG
CHILDCARE SPECIALIST
KAILA SEAY
CHILDCARE SPECIALIST
KATE REEDY
Lead Childcare Specialist
MEGAN SAWYER
CHILDCARE SPECIALIST
SARAH PERSSON
Lead Childcare Specialist
TAYLOR ANDREWS
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.
Dan Ritter Jr, CPA, MPAc
SENIOR MANAGER OF XYTS
SAM NGUYEN, CFP®, EA
DIRECTOR OF TAX
PAM HOCEVAR, EA, MBA, FPQP
DIRECTOR OF TAX
NICOLE MCCOWN, CPA
DIRECTOR OF TAX
RHONDA COLLINS, CPA, MBA, EA
DIRECTOR OF TAX
KATRINA IVANCIC, CPA
TAX MANAGER
ANDREW LIPPERT, CFP, CFA, EA
TAX SPECIALIST
BLAKE MATTFELDT, CPA
TAX SPECIALIST
CHELSEY PATERA
TAX SPECIALIST
KAITLIN ANGEL
TAX SPECIALIST
NANCY FREEMAN, CFP®, MBA, EA
TAX SPECIALIST
RACHEL BLACK
TAX SPECIALIST
SARA WILLIAMS
OPERATIONS MANAGER
CASSIE JACKSON
OPERATIONS SPECIALIST
ALLI WHITTLE
TAX INTERN
AVERY HEINZ
TAX INTERN
DANELLE KRUSZKA
TAX INTERN
RYAN CHAN
TAX INTERN
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.
