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
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CHRIS JOHNSON
Manager of Business Development
ELI RICKERT
Senior Business Development Specialist
Finance
HEATHER WALSTAD, CPA
Managing Director of Finance
SHELLEY LAAKSO
FINANCE MANAGER
DAVID GUTHMILLER
Controller
XY Compliance Solutions
TRAVIS JOHNSON
Managing Director of XYCS
KELSEY RICH
Apprentice Compliance Consultant
IRA SLINGSBY
LEAD COMPLIANCE SPECIALIST
JESSICA RICE
COMPLIANCE SPECIALIST
KENDRA REHM-DEHN
MANAGER OF INVESTMENT ADVISOR REGISTRATIONS
KRYSTAL SCHMITZ
Operations Manager
PATRICK NOEL
COMPLIANCE CONSULTANT
SHELBY BROWN
COMPLIANCE CONSULTANT
TERRIA HENG
COMPLIANCE CONSULTANT
TYLER BRAMAN
APPRENTICE COMPLIANCE CONSULTANT
Marketing
Sam McCue
Director of Sales & Marketing Operations
Lisa Larrivee
Director of Content Marketing
LINDSEY WHITE
EMAIL MARKETING MANAGER
AUDREY MOSS
Brand Designer
AIMEE ARNAUD
Lead Events Specialist
RACHEL PLOTZKY
MARKETING INTERN
Crystal Bohacek
Web Design & Developer 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
Jillian Berry
Senior Director of Product Marketing
Erika Madden
Director of Member Communications
JERRYLENE JOHN
SENIOR MEMBER SUCCESS MANAGER
TORI BOWERMAN
Senior Events Manager
ALEX EIGEN, MA
RELATIONSHIP SPECIALIST
ARLENE MOSS
EXECUTIVE BUSINESS COACH
KASSY BETTERLEY
COMMUNITY ENGAGEMENT MANAGER
KATHLEEN BOYD, CFP®
FINANCIAL PLANNING AND PROCESS COACH
KIRSTEN COCCO
LEAD ONBOARDING SPECIALIST
SIERRA FREDRICKSEN, MA
OPERATIONS MANAGER
DAVID KETCH
SENIOR SOFTWARE ENGINEER
STEVEN KLEIN
SENIOR SOFTWARE ENGINEER
JOE TIMMER
PRINCIPAL SOFTWARE ENGINEER
TAMI RENNER
Tech Support Manager
COLBY GOODRICH
Content Designer
People & Culture
TRAVIS GANO
Managing Director of Team Relations
STEPHANIE BOGISON
Director of Talent
SYDNEY WAGNER
PAYROLL & BENEFITS MANAGER
Andrea Holland
Senior People Operations Specialist
SARA BLESSING
Talent Specialist
Taylor Conger
Talent Specialist
XY Virtual Assistant
MONIQUE DUTKOWSKY
VP OF XYVA
Stuart Pyne
Onboarding Manager
Vixen Thompson
Lead Virtual Associate
Amanda Chamberlain
Lead Virtual Associate
Megan Helm
Virtual Associate
Avril Phillips
Service Coordinator
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
Senior Director of XYBC
KATIE AMENT
LEAD ACCOUNT SPECIALIST
DANIELLE SIMARD
Senior Operations Specialist
RHONDA MOORE
Onboarding Manager
Peter Muelling
Bookkeeping Specialist
DAN JOSE
XYBC 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 OF XYIS
BEN YORK, FPQP
CLIENT SERVICE SPECIALIST
MARIO NARDONE, CFA
CHIEF INVESTMENT STRATEGIST
JENA OLNEY
Client Service Manager
SARAH ORLANDO
Sales and Onboarding 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 OF XYLC
KATE REEDY
Lead Childcare Specialist
ERIKA BEINFANG
LEAD CHILDCARE SPECIALIST
LAURA RODAS
LEAD CHILDCARE SPECIALIST
ALEXANDRIA JUDGE
CHILDCARE SPECIALIST
KAILA SEAY
CHILDCARE SPECIALIST
MEGAN SAWYER
CHILDCARE SPECIALIST
TAYLOR ANDREWS
CHILDCARE SPECIALIST
Vanessa Dees
CHILDCARE SPECIALIST
Kelly Limberg
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.
Maddie Miller, CPA
VP of Accounting Services
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
FRANK GERBUS, EA
DIRECTOR OF TAX
RACHEL BLACK
Senior Manager of XYTS
KATRINA IVANCIC, CPA
SENIOR TAX MANAGER
SARA WILLIAMS
OPERATIONS MANAGER
Jesse Sanders, EA
Senior TAX SPECIALIST
Sarah Leet, MBA, EA
Senior TAX SPECIALIST
ANDREW LIPPERT, CFP, CFA, EA
TAX SPECIALIST
BLAKE MATTFELDT, CPA
TAX SPECIALIST
KAITLIN Holliday
TAX SPECIALIST
CHELSEY PATERA
TAX SPECIALIST
Todd Marshall, EA
SENIOR TAX SPECIALIST
ALLI WHITTLE
TAX SPECIALIST
DANELLE KRUSZKA
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.
