Meet the XYPN Books Team

7 min read
February 03, 2025

At XYPN, we pride ourselves on offering a diverse range of services designed to maximize convenience and deliver real value to our members. While many are familiar with our core offerings, one of our lesser-known gems is our bookkeeping service. Now rebranded as XYPN Books, this dedicated team of eleven experts works tirelessly to keep our members' books accurate, clean, and compliant—month after month.

So, grab your favorite cup of tea (or coffee, if that's more your style) and settle in as we take you behind the scenes with the team that's keeping your finances in check.

Tony WilliamsonTony Williamson

From Lancaster, South Carolina, Tony joined the XYPN Books team in late 2022. During his free time, Tony coaches youth basketball and collects Transformers. As the director of XYPN Books, Tony is able to motivate the bookkeeping team and show our members that there is more to bookkeeping than meets the eye. Tony’s favorite food is spaghetti, and his favorite book is The Moves Make The Man by Bruce Brooks.

Rhonda MooreRhonda Moore

Rhonda describes herself as a “southern girl” who first dipped her toe in bookkeeping when managing finances for a program that offered classes and sports to homeschooled children. Originally from Georgia, Rhonda is located in Bozeman, MT, and enjoys playing with her Goldendoodle Rosie and spending time with her grandchildren in her free time. She is passionate about the mission of XYPN and loves working with new clients and helping our members get established and feel confident in their finances. Her favorite food is curry fries from Bacchus Pub with a Cold Smoke to Drink, and her favorite book is Remarkably Bright Creatures by Shelby Van Pelt.

Untitled design (8)Samanta Martinez

Samanta Martinez is originally from Buenos Aires, Argentina, but is currently enjoying the sunshine in Florida. In her spare time, she enjoys cheering on her favorite college basketball team (she’s a Tar Heel Bred) and Football team (go Chiefs!). Sam is passionate about traveling with her family, exploring new places and cultures, and getting immersed in the local culinary options. She loves the company culture at XYPN and enjoys working with our incredible Books team and her clients. Her favorite foods are pasta and sushi (but never together!), and her favorite book is The Five People You Meet in Heaven by Mitch Albom.

Danielle SimardDanielle Simard

From Portsmouth, New Hampshire but currently residing in Bozeman, MT, Dani started her bookkeeping career with XYPN Books in 2021 and has grown to be the Accounting Manager. She loves to go fly fishing during the summer, and when it starts to snow, she hits the ski slopes. She also loves reading, hanging out with her cat, practicing yoga, and spending time with loved ones. She is passionate about going on new adventures far and near, whether it is going abroad or trying out a new campsite. She is excited about the growth within the books department and enjoys being a strong support to both the team and our clients. Her favorite food is buffalo chicken di,p and her favorite book is a tie between A Court of Thorns and Roses by Sarah J Maas and The Alchemist by Paul Coelho.

Peter MuellingPeter Muelling

Peter grew up in Fort Collins, Colorado, moved to Bozeman, Montana, for college, and now finds himself in Portland, Oregon. He joined the bookkeeping team during the summer of 2022. In his free time, he enjoys watching movies, football, playing video games, and playing with his cats. He is passionate about filmmaking and even does freelance work in the film industry,, where he has worked on a few commercial sets for the last two years. Peter’s favorite part of his job at XYPN is being able to see the impact his work has on our members. Since we interact with our members daily, we can share our expertise and help make their businesses better.  His favorite food is pasta, and his favorite book is Ulysses by James Joyce. He wants you to know that he may look intimidating by being tall and covered in tattoos, but he is a gentle giant!

Gabriela LopezGabriela Lopez

Gabby, from Houston, Texas, is an avid crafter, and bookkeeper extraordinaire. In her spare time, she enjoys going on small adventures with her family and two dogs. Joining the XYPN Books team in late 2022, Gabby has quickly become one of the most well-known bookkeepers here at XYPN teaming up with Rhonda on the setup training, and onboarding of new clients for the Books team. She has enjoyed meeting our members from all over the US and getting to work with them. Her favorite food is any type of seafood andher  favorite book is The Alchemist by Paulo Coelho. 

Tessa RomeroTessa Romero

Originally from Louisiana, Tessa now calls the Dallas-Fort Worth area home. She likes to dabble with crafting and small DIY projects around her house when she isn’t bookkeeping. She also loves spending time with her family. The highlight of her work here at XYPN is being able to provide excellent bookkeeping support that helps ease the client’s recordkeeping worries so they can focus on their own clients and grow their business. Nothing tastes better than her favorite food, crawfish etouffee when she needs a pick-me-up. Her favorite book is Persuasion by Jane Austen.

Jocelyn RuckerJocelyn Rucker

Jocelyn joins the bookkeeping team from Lakewood, California! Jocelyn enjoys playing with her son, Nathan, reading, and dancing in her spare time. She also really enjoys trading and investing, which she does when she isn’t bookkeeping. Her favorite part of the work she does at XY is when she can close out the books at the end of the month for our clients and make sure everything is perfect. She enjoys buttered bread and spending time with her husband when she isn’t keeping books or managing her trades. She wants our clients to know that she is a faithful follower of Jesus, and strives to make everything she does purposeful to love and serve Him. With that conviction, she does her best to diligently work on behalf of our clients, as if it was Him for whom she was doing it. 

Untitled design (9)Samantha Rivera-Bagley

As part of our East Coast representation, Samantha joins the team from Virginia but is originally from New Mexico. Some of her hobbies include wrangling her two kids, baking, reading, and working on home projects. She is passionate about spending time with friends and family and using her culinary talents to unite everyone. At XY, Samantha enjoys working with our clients and is satisfied with making sure their books are clean and compliant. It is hard to narrow down one particular food; her favorite restaurant is Field & Main, located in Marshall, VA. Her favorite book is The Nightingale by Kristin Hannah. 

Tiffany GerrityTiffany Gerrity

Tiffany comes from Wisconsin, the American dairyland. She is an excellent pickleball player, dominating the court in her free time. Along with pickleball, Tiffany also enjoys hiking and traveling. She is also passionate about nature and loves animals. Tiffany gets great satisfaction when her clients are happy and their books are completed for the month. Her favorite food is popcorn and her favorite books are anything from the Stephanie Plum book series written by Janet Evanovich.

Alina NessipbekovaAlina Nessipbekova

Alina hails from Kazakhstan in Central Asia but is now in South Carolina. She finds great fulfillment in nurturing her kids and finds joy in cherishing the moments she spends with her family. She also plays sports in her free time when she isn’t bookkeeping and kills on the tennis court. Alina values the teamwork here at XY and the strong relationships she is able to build with her clients. An absolute foodie, Alina loves to eat sushi, Korean food, Colombian food, and tacos, but her main love is seafood. Alina’s favorite literature comes from the Russian poet Sergei Yesenin.

Thank you for taking the time to get to know our team! We hope you enjoyed learning about what makes the XY Books team and our offerings unique. While we come from different parts of the world and have diverse interests, passions, and tastes in literature, we all share two key things: a commitment to delivering our best work and the joy we find in doing a job well. If you'd like to learn more about our services, you can find additional information here.

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Samantha Rivera-Bagley Headshot

About the Author

Samantha Rivera-Bagley is an experienced bookkeeper with a strong background in the building materials industry. As a certified XYPN (XY Planning Network) bookkeeper, she focuses on helping financial advisors and their clients reach their goals. Samantha's dedication to accurate and timely financial insights ensures her clients' success. Always eager to learn and grow, Samantha shares her knowledge to help others improve their financial skills. Through her writing and client interactions, she aims to make a positive difference in the world of finance.

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