XYPN
Kori Lennon is the Vice President of Membership at XY Planning Network. With experience in leading various departments, including Member/Customer Experience, Communications, Community, and Coaching, Kori focuses on designing and delivering a high-value membership experience for financial advisors. Prior to this role, Kori has worked in various leadership positions at Santa Clara University, Massachusetts Institute of Technology, and other organizations, displaying a strong commitment to community engagement and development. With a background in education and a Bachelor's degree from Santa Clara University, Kori's expertise lies in creating supportive environments and implementing effective communication strategies.
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.