MICHAEL KITCES | CO-FOUNDER | DIRECTOR OF SLOWING THINGS DOWN
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View.
Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession.
ALAN MOORE | CO-FOUNDER | DIRECTOR OF SPEEDING THINGS UP
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
RAUL DOMINGUEZ | DIRECTOR OF KEEPING IT ALL TOGETHER
Raul spends the vast majority of his time working behind the scenes to empower the XY Planning Network team to provide the best possible experience for the Network membership. He is wholeheartedly committed to the growth of the XYPN community and everyone within it.
Before joining the team, Raul traveled the world as a Navy helicopter pilot. He also spent time as a program manager for a Fortune 500 company. When he’s not busy building processes and procedures, Raul enjoys smoking briskets and chasing his 3 boys around the backyard.
MADDY ROCHE | DIRECTOR OF GETTING S**T DONE
Maddy Roche is the Director of Getting Shit Done at XYPN, and has been getting shit done since she joined the team in May of 2014 when the Network was made up of our first 30 founding members. Since then, Maddy has worked with and welcomed each of the Network’s 450+ members, and helps all of them take advantage of XYPN membership. Maddy is responsible for member benefits and services, including management of vendor partnerships and member rollouts and initiatives. She manages XYPN’s Compliance Team and has a blast working on the XYPN annual conference.
Maddy lives in Issaquah, WA, where she spends her days listening to the rain at coffee shops and running on trails.
STEPHEN ALRED | DIRECTOR OF ADVISOR SUCCESS
Stephen first joined XYPN as a member. After working with the team on smaller projects, he was hooked. He now serves as the Director of Advisor Success. He’s worked with multiple companies inside and outside of the financial services industry, specifically in helping them design their marketing and technology strategies.
When he’s not working, you can find Stephen in Atlanta, GA attending a startup event, reading a book at a random coffee shop, or diving into new experiences with his wife Erin.
STACEY UNRUH | DIRECTOR OF MEMBERSHIP AND VENDOR RELATIONS
Stacey Unruh is the Director of Sales and Vendor Relations. She is passionate about education and loves building awareness and enthusiasm around the XYPN brand.
While a Kansas girl at heart, Stacey loves traveling and exploring new places. Her adventurous spirit has taken her from teaching for a non-profit organization in Guatemala to working in financial services in California before joining the team at XYPN.
JEN MASTRUD | DIRECTOR OF SHARING THE MOVEMENT
Jennifer Mastrud is tasked with sharing the movement at XYPN. Her expertise is in branding, marketing, and public relations. She’s as passionate about the XYPN message as she is about innovating new ways to share it.
Before joining XYPN, Jen accumulated several years of experience representing national brands in diverse sectors including technology, gaming, TV, and education. She’s based in Minnesota, but travels frequently to warm up.
SCOTT GILL | DIRECTOR OF KEEPING US COMPLIANT
Scott is a licensed Securities Principal with experience in both RIA and broker-dealer compliance. He began his financial services career in 2006 as a Registered Representative with E*Trade Financial in Alpharetta, GA. He has also worked with J.P. Morgan Private Banking in Chicago, IL and with Wells Fargo Advisors in Chapel Hill, NC.
Scott’s most recent role before joining Team XYPN was as Compliance Officer of Carolinas Investment Consulting, in Charlotte NC. He’s a graduate of The University of North Carolina at Chapel Hill and holds FINRA Series 63, 65, 24, 4 and 53 Licenses.
Scott lives in Charlotte NC with his wife Meredith, and their two Sons Tyson and Jackson. In his free time, Scott enjoys watching sports, exercising, and operating the charitable organization he created upon his father’s passing.
KATE ROSS | DIRECTOR OF XYPN ACADEMY
Kate Ross has spent the last ten years of her career developing educational materials for financial professionals and brings a passion for instructional design and curriculum development to the XYPN team.
In her free time, Kate can be found front row at a concert, camping in the woods, floating a river, or hiking in the mountains near her home in Montana.
TORI BOWERMAN | DIRECTOR OF KEEPING XYPN EVENTS ORGANIZED
Tori is the Director of Keeping XYPN Events Organized. She joined XYPN after spending multiple years managing corporate events for North America’s leading producer of semi-trailers. Her expertise is planning successful events that advance the recognition of the company and the brand.
Originally from Indiana, Tori lives in Bozeman, MT where she enjoys hiking the mountains, kayaking, and playing volleyball.
IVY TAYLOR | DESIGNER
Ivy Taylor joined XYPN after spending time as a freelance graphic designer specializing in layout design and animation. She is passionate about XYPN’s movement and is responsible for keeping our content consistent and visually engaging.
When Ivy isn’t hiding behind her screen, you can find her wandering the mountains of Montana where she enjoys fly fishing, camping and stargazing under the Big Sky.
TRAVIS JOHNSON | COMPLIANCE ASSOCIATE
Travis serves as a Compliance Associate with XY Planning Network where he guides new members through the initial registration process and provides ongoing support to Scott Gill, Director of Keeping Us Compliant.
Prior to joining XYPN, Travis spent four years with a wealth management firm in Middle Tennessee, most recently as the Operations Manager.
Outside of work, Travis spends time traveling with his wife, competing in practical shooting competitions, and finding new places to hike & explore throughout Tennessee & Kentucky.
CARRIE FRYE | ORION SPECIALIST
As XY Planning Network’s Orion Specialist, Carrie Frye enjoys interacting with diverse groups of people. Her gypsy heart has taken her all over the West Coast and outside the US. Prior to joining XYPN, she spent several years as Vice President of Operations at a financial planning firm in San Diego.
When she’s not working, you can find Carrie practicing yoga, reading and playing with her mastiff, “Big Mac Daddy.”
JACOB JOHNSON | MARKETING ASSISTANT
Jacob is a student at Utah Valley University. He discovered his passion for finance and helping people while serving as a humanitarian and service missionary in New Zealand. Upon his return to the States, he promptly dropped Computer Science as his major and changed to Personal Financial Planning, his true love.
“Money is universal,” says Jacob, “Everyone at some point or another can use some education about the best ways to protect, grow, and use their money for their dreams and goals in life.”
Jacob shares the movement alongside Jen Mastrud in our marketing department. He particularly enjoys highlighting member accomplishments and showcasing XYPN partners.
ARLENE MOSS | LAUNCH COACH
Arlene gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. Through XYPN Academy and one-on-one coaching, members get the support they need to grow their businesses and overcome the challenges that come their way.
When not motivating clients and cooking up new ideas to help XYPN member success, you can find Arlene on her road bike, or trying to master the art of tandem cycling without destroying her marriage. In the winter months, she gets to the ski slopes as much as possible, hunting hidden bits of fresh powder amid the trees of Breckenridge.
CAROLYN MCRAE | MARKETING COACH
Carolyn McRae is a professional marketer with more than five years experience helping small businesses reach their growth goals. Her approach to marketing is both creative and analytical; helping people achieve a creative flow that’s unique and exciting, while using tracking and metrics to learn what actually works for their business.
Today she’s a full-time marketer based in Boston, feeling honored and excited to step into the XY Planning Network as a Marketing Coach. Outside of work she enjoys volunteering with elderly, making videos, and traveling with her friends and family.
RHONDA MOORE | BOOKKEEPER
Rhonda Moore is a Certified ProAdvisor for QuickBooks Online with an associate’s degree in accounting and more than 20 years of experience. She opened her own practice to serve young financial firm owners, because even small operations deserve good bookkeeping to see where their business has been and where it’s going.
When she’s not helping planners and advisors keep better books, Rhonda spends her time in Georgia with her husband, their 12 hens, and her pet pig Daisy.
Want to Join Team XYPN?
We’re rapidly growing and always interested in hearing from talented individuals who want to help us reach the next level of success.