Executive Leadership
ALAN MOORE, CFP®
CEO & CO-FOUNDER
MICHAEL KITCES, CFP®
CO-FOUNDER
STEPHANIE FOSTER
CHIEF ADMINISTRATIVE OFFICER
VINCE HOCKETT
CHIEF REVENUE OFFICER
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.
PHILIP NARO
SENIOR DIRECTOR OF BUSINESS DEVELOPMENT
AIMEE ARNAUD
BUSINESS DEVELOPMENT SPECIALIST
CHRIS JOHNSON
BUSINESS DEVELOPMENT 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
SHAWN GAO
COMPLIANCE INTERN
SHELBY BROWN
COMPLIANCE CONSULTANT
TERRIA HENG
COMPLIANCE CONSULTANT
THOMAS KERNEY
COMPLIANCE CONSULTANT
Finance
HEATHER WALSTAD
DIRECTOR
BRI SLINGSBY
LEAD FINANCE SPECIALIST
KATHERINE LONG
FINANCE INTERN
SARAH ORLANDO
SENIOR FINANCE SPECIALIST
Marketing
KELLY MOORMAN
DIRECTOR OF BRAND COMMUNICATIONS
AUDREY MOSS
GRAPHIC DESIGNER
KATIE DEMARS
MARKETING SYSTEMS ADMINISTRATOR
LINDSEY WHITE
EMAIL MARKETING MANAGER
RACHEL PLOTZKY
MARKETING INTERN
Member Success
MADDY ROCHE
SENIOR DIRECTOR
KORI LENNON
DIRECTOR OF ADVISOR EDUCATION
ARLENE MOSS
EXECUTIVE BUSINESS COACH
BB WEBB
SALES COACH
CAROLYN DALLE-MOLLE
MARKETING COACH
ISABEL LEONG
LEAD RELATIONSHIP MANAGER
JERRYLENE JOHN
SENIOR MEMBER SUCCESS MANAGER
JUSTIN HUYNH
MEMBER SUCCESS INTERN
KASSY BETTERLEY
LEAD RELATIONSHIP MANAGER
KELSEY WHEATLE
MEMBER BENEFITS SPECIALIST
KIRSTEN STORM
LEAD ONBOARDING SPECIALIST
MAYA MAIERLE
MEMBER SERVICE MANAGER
SHANIA MOSS
MEMBER SUCCESS INTERN
TORI BOWERMAN
EVENTS MANAGER
Operations
TRAVIS GANO
DIRECTOR
TAMI RENNER
OPERATIONS SPECIALIST
People & Culture
RYAN WATIN
DIRECTOR
PEARL MICHALSON
INTERNSHIP COORDINATOR
MANJU RAJENDRAN
TALENT ACQUISITION MANAGER
ROSANNA LIU
HR INTERN
TESS HOLLISTER
EVENT INTERN
Technology
TAYLOR DEARDORFF
PRODUCT OWNER
DAVID KETCH
SENIOR SOFTWARE ENGINEER
JILLIAN BERRY
PRODUCT DESIGNER
JOE TIMMER
PRINCIPAL SOFTWARE ENGINEER
NIXON RAMIN
SOFTWARE ENGINEER
FA 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
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.
LISA ASHER, CFA
MANAGING DIRECTOR
MARIO NARDONE, CFA
CHIEF INVESTMENT STRATEGIST
JEFF SNODGRASS
SENIOR ORION CONSULTANT
JENA OLNEY
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
CHILDCARE SPECIALIST
SARA FRYE
LEAD 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
DIRECTOR
AVERY HEINZ
TAX INTERN
BLAKE MATTFELDT
TAX SPECIALIST
CASSIE JACKSON
TAX INTERN
CHELSEY PATERA
TAX SPECIALIST
DAN RITTER, CPA
TAX MANAGER
HELEN YANG
TAX INTERN
KATRINA IVANCIC, CPA
TAX MANAGER
MICHAEL LAW, CPA
SENIOR TAX MANAGER
NIKKI JENSEN
TAX INTERN
PAM HOCEVAR, EA
TAX MANAGER
RACHEL BLACK
TAX INTERN
SAM NGUYEN, CFP®, EA
SENIOR TAX MANAGER
SAMMY ZHANG
TAX INTERN
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.
