Jon Jones

CEO and Co-Founder

Daniel Decarie

Vice President Of Finance

Michael Alexander

Head Of Tax

Sean Gu

Tax Lead Advisor

Andrew Schauf

Senior Tax Associate

Chawin Pathompornvivat (Ham)

Tax Associate

Qiqi Ye

Accountant

Sierrah A.

Tax Operations Manager

Yosuke Miyazaki

Senior Tax Associate

Charles Strauss

Controller

Brian Tall

Partner | Chief Investment Officer

J Crosby

Investment Operations Manager

Matt Howell

Director Of Portfolio Strategy

April Kyrkos

Chief Operating Officer

Tom Preston

VP Of Client Service Operations

Lesley Kalso

Senior Client Service Administrator

Gina Peronto

Director Of People Operations

Monica Franzen

Operations Manager

Sara Bews

Richer Life Business Partner

Marc Asmus

Director Of Marketing Operations

Marykate Foust

Marketing Manager

Valeesa Augustine

Openplan Administrator

Erik Enright

Business Operations Manager

Josh Lee

Senior Business Analyst

Scott Leber

Chief Strategy Officer

Matt Patterson

VP Of Operations, Lenora Group

Michael Harper

Business Development

John Dougherty

Chief Marketing Officer

Tama Smith

Head Of Women Living A Richer Life

Lindsey Hurt

Senior Marketing Manager

Barry Whittle

Senior Content Manager

Liliana Kaneshige

Marketing Associate

Tina Adelstein

VP Of People

Carly Devries

National Recruiting Manager

Keri Kawatachi

Recruiter - Early Careers

Ashley Wrightsman

Office Experience Coordinator

Eva Cristina Perez

Office Experience Associate

Meagan Swingley

Partner | Payroll And Benefits Manager

Paul Reyes

Office Experience Coordinator

Val Grasparil

VP Of Technology

Luca della Valentina-Torzillo

Senior Software Developer

Ritesh R

Sr Full Stack Java Developer

Sam Smit

Sr. Systems Engineer

Matt Woywod

Head Of Compliance

Kelly Hsu

Legal And Compliance Associate

Katherine Burgess

Lead Advisor

Biss McCarthy

Financial Planner

Kylie Zhang

Business Intelligence Analyst

Annika Williams

Associate Advisor

Madison Clark

Associate Advisor

Briana Boche

Employee Experience Manager

Tyler Harvey

Advisor

Calley Bjorkman

Tax Lead Advisor

Estefani M. Morris

Advisor

Lead Advisor - Seattle

Vacant position

Staff Accountant

Vacant position

Advisor - Seattle

Vacant position