XYPN
Heather Walstad has extensive experience in finance and accounting, having worked at XY Planning Network as Vice President Finance and Managing Director of Finance. Prior to that, Heather was a Shareholder at Anderson ZurMuehlen Certified Public Accountants & Business Advisors where Heather provided audit, consulting, financial statement preparation, internal controls design, and tax preparation services. Heather holds a Master's degree in Accounting from Montana State University-Bozeman.
XYPN
XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.