Meet the Dream Team
Something Powerful
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Founders
![Alan Moore](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AlanMoore.jpg?width=400&height=400&name=AlanMoore.jpg)
Alan Moore, CFP®
Ceo & Co-Founder
![Michael Kitces](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MichaelKitces.jpg?width=400&height=400&name=MichaelKitces.jpg)
Michael Kitces, CFP®
Co-Founder
Leadership Team
![David Bowman](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DavidBowman.jpg?width=400&height=400&name=DavidBowman.jpg)
David Bowman, CFP®, CCFC
Director of Partnerships
![Taylor Deardorff](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TaylorDeardorff.jpg?width=400&height=400&name=TaylorDeardorff.jpg)
Taylor Deardorff
Vice President of Service Operations
![Monique Dutkowsky](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MoniqueDutkowsky.jpg?width=400&height=400&name=MoniqueDutkowsky.jpg)
Monique Dutkowsky
Vice President of XYPN Ops
![Hilary Fetter](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/HilaryFetter.jpg?width=400&height=400&name=HilaryFetter.jpg)
Hilary Fetter
Vice President of Sales & Marketing
![Travis Gano](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TravisGano.jpg?width=400&height=400&name=TravisGano.jpg)
Travis Gano
Managing Director of Team Relations
![Vince Hockett](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/VinceHockett.jpg?width=400&height=400&name=VinceHockett.jpg)
Vince Hockett
President
![Travis Johnson](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TravisJohnson.jpg?width=400&height=400&name=TravisJohnson.jpg)
Travis Johnson, IACCP®
Managing Director of XYPN Compliance
![Kori Lennon](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KoriLennon.jpg?width=400&height=400&name=KoriLennon.jpg)
Kori Lennon
Vice President of Membership
![Kelly Limberg](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KellyLimberg.jpg?width=400&height=400&name=KellyLimberg.jpg)
Kelly Limberg
Director of XY Learning Center
![Jeff Snodgrass](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JeffSnodgrass.jpg?width=400&height=400&name=JeffSnodgrass.jpg)
Jeff Snodgrass
Managing Director of XYPN Invest
![Heather Walstad](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/HeatherWalstad.jpg?width=400&height=400&name=HeatherWalstad.jpg)
Heather Walstad, CPA
Vice President of Finance
![Ryan Watin](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/RyanWatin.jpg?width=400&height=400&name=RyanWatin.jpg)
Ryan Watin, SHRM-SCP, SPHR
Chief People Officer
![Tony Williamson](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TonyWilliamson.jpg?width=400&height=400&name=TonyWilliamson.jpg)
Tony Williamson
Director of XYPN Books
Business Development
Want to learn more about the Movement disrupting the financial planning industry? Schedule a call with our Success Strategists to learn how XYPN can help you launch, run, and grow your RIA.
![Aimee Arnaud](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AimeeArnaud.jpg?width=400&height=400&name=AimeeArnaud.jpg)
Aimee Arnaud
Director of Business Development
Membership
![Kori Lennon](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KoriLennon.jpg?width=400&height=400&name=KoriLennon.jpg)
Kori Lennon
Vice President of Membership
![David Bowman](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DavidBowman.jpg?width=400&height=400&name=DavidBowman.jpg)
David Bowman, CFP®, CCFC
Director of Partnerships
![Seth Davis](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SethDavis.jpg?width=400&height=400&name=SethDavis.jpg)
Seth Davis
Director of Engineering
![Arlene Moss](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ArleneMoss.jpg?width=400&height=400&name=ArleneMoss.jpg)
Arlene Moss
Executive Business Coach
![Maddy Roche](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MaddyRoche.jpg?width=400&height=400&name=MaddyRoche.jpg)
Maddy Roche
Executive Business Coach
![Sara Williams](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SaraWilliams.jpg?width=400&height=400&name=SaraWilliams.jpg)
Sara Williams
Senior Partnerships Operations Manager
![Kassy Betterley](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KassyBetterley.jpg?width=400&height=400&name=KassyBetterley.jpg)
Kassy Betterley
Community Engagement Manager
![Tori Bowerman](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ToriBowerman.jpg?width=400&height=400&name=ToriBowerman.jpg)
Tori Bowerman
Senior Events Manager
![Sierra Fredricksen](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SierraFredricksen.jpg?width=400&height=400&name=SierraFredricksen.jpg)
Sierra Fredricksen, MA
Learning and Development Manager
![Colby Goodrich](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ColbyGoodrich.jpg?width=400&height=400&name=ColbyGoodrich.jpg)
Colby Goodrich
Content Designer
![Tess Hollister](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TessHollister.jpg?width=400&height=400&name=TessHollister.jpg)
Tess Hollister
Lead Member Experience Specialist
![David Ketch](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DavidKetch.jpg?width=400&height=400&name=DavidKetch.jpg)
David Ketch
Senior Software Engineer
![Steven Klein](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/StevenKlein.jpg?width=400&height=400&name=StevenKlein.jpg)
Steven Klein
Senior Software Engineer
![Caleb Koehn](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/CalebKoehn.jpg?width=400&height=400&name=CalebKoehn.jpg)
Caleb Koehn
Product Owner
![Julia Lachner](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JuliaLachner.jpg?width=400&height=400&name=JuliaLachner.jpg)
Julia Lachner
Lead Member Experience Specialist
![Aaron Pratt](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AaronPratt.jpg?width=400&height=400&name=AaronPratt.jpg)
Aaron Pratt
Director of Customer Success
![Joe Timmer](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JoeTimmer.jpg?width=400&height=400&name=JoeTimmer.jpg)
Joe Timmer
Principal Software Engineer
Finance
![Heather Walstad](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/HeatherWalstad.jpg?width=400&height=400&name=HeatherWalstad.jpg)
Heather Walstad, CPA
Vice President of Finance
![Shelley Laakso](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ShelleyLaakso.jpg?width=400&height=400&name=ShelleyLaakso.jpg)
Shelley Laakso
Finance Manager
![David Guthmiller](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DavidGuthmiller.jpg?width=400&height=400&name=DavidGuthmiller.jpg)
David Guthmiller
Controller
Marketing
![Hilary Fetter](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/HilaryFetter.jpg?width=400&height=400&name=HilaryFetter.jpg)
Hilary Fetter
Vice President of Sales & Marketing
![Sam McCue](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SamMcCue.jpg?width=400&height=400&name=SamMcCue.jpg)
Sam McCue
Senior Director of Sales and Marketing Operations
![Lisa Larrivee](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/LisaLarrivee.jpg?width=400&height=400&name=LisaLarrivee.jpg)
Lisa Larrivee
Director of Content Marketing
![David White](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DavidWhite.jpg?width=400&height=400&name=DavidWhite.jpg)
David White, CEPF
Director of Product and Lifecycle Marketing
![Lindsey White](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/LindseyWhite.jpg?width=400&height=400&name=LindseyWhite.jpg)
Lindsey White
Senior Sales & Marketing Operations Manager
![Crystal Bohacek](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/CrystalBohacek.jpg?width=400&height=400&name=CrystalBohacek.jpg)
Crystal Bohacek
Web Developer
![Audrey Moss](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AudreyMoss.jpg?width=400&height=400&name=AudreyMoss.jpg)
Audrey Moss
Senior Brand Design Manager
![Ashlyn Prom](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AshlynProm.jpg?width=400&height=400&name=AshlynProm.jpg)
Ashlyn Prom
Senior Lifecycle Marketing Specialist
![Ryann Thomas](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/RyannThomas.jpg?width=400&height=400&name=RyannThomas.jpg)
Ryann Thomas
Content Manager
People & Culture
![Travis Gano](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TravisGano.jpg?width=400&height=400&name=TravisGano.jpg)
Travis Gano
Managing Director of Team Relations
![Stephanie Bogison](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/StephanieBogison.jpg?width=400&height=400&name=StephanieBogison.jpg)
Stephanie Bogison, SHRM-SCP, PHR
Director of Talent
![Sydney Holzer](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SydneyHolzer.jpg?width=400&height=400&name=SydneyHolzer.jpg)
Sydney Holzer
Senior Payroll & Benefits Manager
![Andrea Holland](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AndreaHolland.jpg?width=400&height=400&name=AndreaHolland.jpg)
Andrea Holland
Senior People Operations Specialist
![Sara Blessing](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SaraBlessing.jpg?width=400&height=400&name=SaraBlessing.jpg)
Sara Blessing
Lead Talent Specialist
![Louis Davison](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/LouisDavison.jpg?width=400&height=400&name=LouisDavison.jpg)
Louis Davison
Accounting Specialist
![Maggie Knox](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MaggieKnox.jpg?width=400&height=400&name=MaggieKnox.jpg)
Maggie Knox
Lead Payroll & Benefits Specialist
Information Technology (IT)
![Jared Martin](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JaredMartin.jpg?width=400&height=400&name=JaredMartin.jpg)
Jared Martin
IT Manager
![Alexis Mitić](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AlexisMitić.jpg?width=400&height=400&name=AlexisMitić.jpg)
Alexis Mitić
IT Specialist
XYPN Books
![Tony Williamson](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TonyWilliamson.jpg?width=400&height=400&name=TonyWilliamson.jpg)
Tony Williamson
Director of XYPN Books
![Rhonda Moore](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/RhondaMoore.jpg?width=400&height=400&name=RhondaMoore.jpg)
Rhonda Moore
Senior Sales & Onboarding Manager
![Tiffany Gerrity](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TiffanyGerrity.jpg?width=400&height=400&name=TiffanyGerrity.jpg)
Tiffany Gerrity
Bookkeeping Specialist
![Peter Muelling](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/PeterMuelling.jpg?width=400&height=400&name=PeterMuelling.jpg)
Peter Muelling
Lead Bookkeeping Specialist
![Alina Nessipbekova](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AlinaNessipbekova.jpg?width=400&height=400&name=AlinaNessipbekova.jpg)
Alina Nessipbekova
Bookkeeping Specialist
![Gabriela Lopez](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/GabrielaLopez.jpg?width=400&height=400&name=GabrielaLopez.jpg)
Gabriela Lopez
Lead Bookkeeping Specialist
![Samantha Rivera-Bagley](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SamanthaRiveraBagley.jpg?width=400&height=400&name=SamanthaRiveraBagley.jpg)
Samantha Rivera-Bagley
Bookkeeping Specialist
![Samanta Martinez](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/SamantaMartinez.jpg?width=400&height=400&name=SamantaMartinez.jpg)
Samanta Martinez
Bookkeeping Specialist
![Tessa Romero](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TessaRomero.jpg?width=400&height=400&name=TessaRomero.jpg)
Tessa Romero
Lead Bookkeeping Specialist
![Jocelyn Rucker](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JocelynRucker.jpg?width=400&height=400&name=JocelynRucker.jpg)
Jocelyn Rucker
Lead Bookkeeping Specialist
![Danielle Simard](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DanielleSimard.jpg?width=400&height=400&name=DanielleSimard.jpg)
Danielle Simard
Accounting Manager
XYPN Compliance
![Travis Johnson](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TravisJohnson.jpg?width=400&height=400&name=TravisJohnson.jpg)
Travis Johnson, IACCP®
Managing Director of XYPN Compliance
![Kendra Rehm-Dehn](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KendraRehmDehn.jpg?width=400&height=400&name=KendraRehmDehn.jpg)
Kendra Rehm-Dehn
Director of RIA Registrations
![Alexa Ashi](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AlexaAshi.jpg?width=400&height=400&name=AlexaAshi.jpg)
Alexa Ashi
Compliance Consultant
![Renee Bonsell](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ReneeBonsell.jpg?width=400&height=400&name=ReneeBonsell.jpg)
Renee Bonsell
Senior Compliance Specialist
![Tyler Braman](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TylerBraman.jpg?width=400&height=400&name=TylerBraman.jpg)
Tyler Braman
Compliance Consultant
![Shelby Brown](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ShelbyBrown.jpg?width=400&height=400&name=ShelbyBrown.jpg)
Shelby Brown, IACCP®
Senior Compliance Consultant
![Terria Heng](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TerriaHeng.jpg?width=400&height=400&name=TerriaHeng.jpg)
Terria Heng
Head of Consulting Services
![Donald Horack](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DonaldHorack.jpg?width=400&height=400&name=DonaldHorack.jpg)
Donald Horack
Compliance Intern
![Patrick Noel](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/PatrickNoel.jpg?width=400&height=400&name=PatrickNoel.jpg)
Patrick Noel, IACCP®
Senior Compliance Consultant
![Jessica Rice](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JessicaRice.jpg?width=400&height=400&name=JessicaRice.jpg)
Jessica Rice
Senior Compliance Specialist
![Kelsey Rich](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KelseyRich.jpg?width=400&height=400&name=KelseyRich.jpg)
Kelsey Rich
Junior Compliance Consultant
![Krystal Schmitz](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KrystalSchmitz.jpg?width=400&height=400&name=KrystalSchmitz.jpg)
Krystal Schmitz
Junior Compliance Consultant
![Kurt Vincunas](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KurtVincunas.jpg?width=400&height=400&name=KurtVincunas.jpg)
Kurt Vincunas
Senior Compliance Specialist
![Jason Vinsonhaler](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JasonVinsonhaler.jpg?width=400&height=400&name=JasonVinsonhaler.jpg)
Jason Vinsonhaler
Compliance Consultant
XYPN Invest
![Jeff Snodgrass](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JeffSnodgrass.jpg?width=400&height=400&name=JeffSnodgrass.jpg)
Jeff Snodgrass
Managing Director of XYPN Invest
![Jena Olney](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JenaOlney.jpg?width=400&height=400&name=JenaOlney.jpg)
Jena Olney
Director of Client Services
![Joe Reidy](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JoeReidy.jpg?width=400&height=400&name=JoeReidy.jpg)
Joe Reidy
Transition and Onboarding Manager
![Dionne Blanks](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DionneBlanks.jpg?width=400&height=400&name=DionneBlanks.jpg)
Dionne Blanks, AFC
Lead Operations Specialist
![Brittany Braatz](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/BrittanyBraatz.jpg?width=400&height=400&name=BrittanyBraatz.jpg)
Brittany Braatz
Lead Operations Specialist
![Ana George](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AnaGeorge.jpg?width=400&height=400&name=AnaGeorge.jpg)
Ana George
Lead Operations Specialist
![Buddy Griffiths](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/BuddyGriffiths.jpg?width=400&height=400&name=BuddyGriffiths.jpg)
Buddy Griffiths, CSCP, IACCP
CHIEF COMPLIANCE OFFICER
![Arthur Harter](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ArthurHarter.jpg?width=400&height=400&name=ArthurHarter.jpg)
Arthur Harter
Lead Operations Specialist
![Mario Nardone](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MarioNardone.jpg?width=400&height=400&name=MarioNardone.jpg)
Mario Nardone, CFA
CHIEF INVESTMENT STRATEGIST
![Evan Wontor](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/EvanWontor.jpg?width=400&height=400&name=EvanWontor.jpg)
Evan Wontor, MSF
Investment Operations and Trading Specialist
![Violet Zinkerman](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/VioletZinkerman.jpg?width=400&height=400&name=VioletZinkerman.jpg)
Violet Zinkerman, CRPC
Lead Operations Specialist
XY Learning Center
![Kelly Limberg](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KellyLimberg.jpg?width=400&height=400&name=KellyLimberg.jpg)
Kelly Limberg
Director of XY Learning Center
![Laura Rodas](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/LauraRodas.jpg?width=400&height=400&name=LauraRodas.jpg)
Laura Rodas
Assistant Director of XY Learning Center
XYPN Ops
![Monique Dutkowsky](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MoniqueDutkowsky.jpg?width=400&height=400&name=MoniqueDutkowsky.jpg)
Monique Dutkowsky
Vice President of XYPN Ops
![Amanda Chamberlain](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AmandaChamberlain.jpg?width=400&height=400&name=AmandaChamberlain.jpg)
Amanda Chamberlain
Service Coordinator
![Tristan Crook](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/TristanCrook.jpg?width=400&height=400&name=TristanCrook.jpg)
Tristan Crook, CFP®
Quality Control Coordinator
![Brittany Davis](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/BrittanyDavis.jpg?width=400&height=400&name=BrittanyDavis.jpg)
Brittany Davis, AFC®
Lead Virtual Associate
![Emily Forraht](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/EmilyForraht.jpg?width=400&height=400&name=EmilyForraht.jpg)
Emily Forraht
Lead Virtual Associate
![Jeff Grimes](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JeffGrimes.jpg?width=400&height=400&name=JeffGrimes.jpg)
Jeff Grimes, CFP®
Service Coordinator
![Megan Helm](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MeganHelm.jpg?width=400&height=400&name=MeganHelm.jpg)
Megan Helm
Virtual Associate
![Erika Memering](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ErikaMemering.jpg?width=400&height=400&name=ErikaMemering.jpg)
Erika Memering
Lead Virtual Associate
![Avril Phillips](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/AvrilPhillips.jpg?width=400&height=400&name=AvrilPhillips.jpg)
Avril Phillips
Client Service Manager
![Kait Nortum](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KaitNortum.jpg?width=400&height=400&name=KaitNortum.jpg)
Kait Nortum
Service Coordinator
![Vixen Thompson](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/VixenThompson.jpg?width=400&height=400&name=VixenThompson.jpg)
Vixen Thompson
Lead Virtual Associate
![Jonathan Yokley](https://www.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JonathanYokley.jpg?width=400&height=400&name=JonathanYokley.jpg)
Jonathan Yokley
Lead Virtual Associate
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.