Org chart
Will Peng
CEO & Co-Founder
Will Peng
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Matt Matteson
CTO & Co-Founder
Sarah Quirk
VP of Marketing
Gadi Ben-Zvi
VP of Product
Christopher Pimpo
Director of Financial Planning
Christy Matzen
Senior Manager, Global Planning
Corey McCosh
Security Compliance Lead
Stephanie Denton, PHR
Human Resources Director
Zachary Cawthorne
Financial Planner
Julia Feuersanger
Customer Success Manager
Britt Barney
Head Of Client Success
Amanda Peppers
Director, Consultant Relations
Sam Griffard
Head Of Sales And Sales Development
Blakey Larsen
Head of Biz Ops / Global General Manager
Allie Maher
Senior Manager, Operations
Jaisy Prem
Planning Operations Manager
