Leadership Team
About
The Leadership Team at XYPN is responsible for setting the strategic direction and overall vision of the company, ensuring alignment with its mission to empower fee-for-service financial advisors. They oversee various departments, including Sales, Marketing, Finance, Operations, Compliance, Technology, and Client Support, to drive growth, foster innovation, and maintain high standards in service delivery. Each member brings specialized expertise to support the company's goals and advocate for the success of its advisor network.
Team members
Alan Moore
CEO & Co-founder
Heather Walstad
Vice President Of Finance
Hilary Fetter
Vice President Of Sales & Mark...
Jeff Snodgrass
Managing Director Of XYPN Inve...
Joe Timmer
Principal Software Engineer
Kori Lennon
Vice President Of Membership
Mario Nardone
Chief Investment Strategist
Michael Kitces
Co-founder
Monique Dutkowsky
Vice President Of XYPN Ops
Ryan Watin
Chief People Officer
Taylor Deardorff
Vice President Of Service Oper...
Travis Gano
Managing Director Of Team Rela...
Travis Johnson
Managing Director Of XYPN Comp...
Vince Hockett
President
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