XYPN
Kelsey Rich is a Senior Compliance Specialist at XY Planning Network with previous experience as an ER Tech at Bozeman Health and Salem Health. Kelsey holds a Bachelor of Science degree in Health Sciences from Portland State University.
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.