Org chart
Will Peng
CEO & Co-Founder
Will Peng
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Matt Matteson
CTO & Co-Founder
Sarah Quirk
Head of Marketing
Christopher Pimpo, CFP® ChFC®
Director of Financial Planning
Christy Matzen, CFP®
Senior Manager, Global Planning
Corey McCosh
Security Compliance Lead
Laura Barnes
Sr. Executive Assistant to the CEO
Swati Sehgal
Product Lead
Stephanie Denton, PHR
Human Resources Director
Zachary Cawthorne CFPᵀᴹ APP Chartered FCSI
Financial Planner
Julia Feuersanger
Customer Success Manager
Britt Barney
Head Of Client Success
Amanda Peppers, MBA, PHR
Director, Consultant Relations
Sam Griffard
Head Of Sales And Sales Development
Blakey Larsen
Head of Biz Ops / Global General Manager
Stephen Vais
Strategic Account Executive
Allie Maher
Senior Manager, Operations
Jaisy Prem, CFP®, MBA
Planning Operations Manager
