Meet Our Team

Management
Planners
Client Success
Team

Anders Jones, CEO

Anders is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner at Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising technology, financial technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million), and has been involved as an investor or advisor in many other startups in Silicon Valley.

Education: Stanford (BA), Wharton (MBA)

Lisa Rapuano, CFO

Lisa is a financial services executive with over 25 years experience analyzing businesses and investing in technology. She spent 10 years of her career at Legg Mason managing the top decile $4 billion Special Investment Trust and for 10 years after that, she managed hedge funds including Lane Five Partners, LP.

Education: Yale University BA, Chartered Financial Analyst (CFA)

Brent Weiss, Head Planner and Co-Founder

Brent Weiss, Chief Evangelist

As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts as a champion and advocate for the financial planning profession. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead planner, chaired the investment committee, and coached and mentored next-generation advisors. As a believer in the empowering effects of financial planning on improving overall financial health and wellness, Brent is an ambassador for innovative next-generation planning solutions and the technology that will enable greater access.

Education: Notre Dame (BA)

Chris Hufman, COO & CCO

Chris serves as the COO & CCO for Facet. He has over 20 years of experience in scaling and leading an array of operations teams covering back office processing, intermediary support and high value client service. Prior to Facet, Chris was at T. Rowe Price where he held roles across different locations including leadership for their individual and institutional services organization, starting up a new business capabilities and service provider oversight team, and running their Colorado Springs operations.

Education: University of California, San Diego (BA), University of Tampa (MBA)

photo of Paul Martin, CTO

Paul Martin, Chief Technology Officer

With extensive entrepreneurial experience and a proven track record of transforming agile engineering teams, Martin serves as Facet’s Chief Technology Officer. He most recently served as CTO for Workspace.com, joining shortly after its founding and forging a roadmap to guide its growth. He also served as CTO for Artifact Software, and—most notably—Sequoia Software, as part of the executive team that took the company public before it was acquired by Citrix. At Facet Paul will be responsible for leading all aspects of software development, security, AI/ML, and data analytics.

Education: Virginia Polytechnic Institute (BS)

Marcus Hadley, Head of Product

Marcus serves as the Head of Product for Facet. Marcus has spent his career developing products ranging from medical devices to financial services products. No matter the industry, Marcus brings a passion to solving meaningful problems through first principles, empathy, and collaboration.

Education: University of Maryland (BS), Wharton (MBA)

Harry Kirkpatrick, Head of Growth

Harry serves as a lead planner and the Head of Growth at Facet Wealth. In his role, Harry manages a team dedicated to onboarding new Facet clients. Prior to Facet, Harry worked at an independent wealth management firm consulting with ultra-affluent families on sophisticated estate tax and income tax issues. Harry is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds life and health insurance licenses in various states.

Education: Bentley (B.S.), (M.S.A.)

Gorkem Sevinc, Chief Architect

Gorkem is an experienced technical leader and expert in artificial intelligence. He has served as Managing Director of the Johns Hopkins Medicine Technology Innovation Center. Gorkem is actively involved in the Baltimore startup community; he is the co-founder of Radiology Response – a medical imaging second opinion company; the co-founder for emocha Mobile Health, Inc – a mobile health platform to streamline continuum of care. He is and has served in an advisory role for multiple startups.

Education: University of Kansas (BS, Fulbright Scholar), Johns Hopkins (MS)

Paul Marino, Head of Advisor Partnerships

Paul Marino, Head of Advisor Partnerships

With 18 years of asset management and sales experience, Paul serves as the Head of Advisor Partnerships at Facet Wealth. He most recently served as Director, National Sales and Head of RIA and Bank Trust at Russell Investments. Prior to his time at Russell, Marino served as SVP, Head of Sales, RIA and Bank Trust at Amundi Pioneer Investment Management, where he more than doubled sales for his team and led the launch of the profitable Insurance Linked Securities product. At Facet, Paul will employ his keen understanding of the challenges and opportunities in the RIA space to forge enduring and value-aligned partnerships with advisors seeking an effective, responsible referral destination and opportunities to grow through segmentation and revenue replacement.

Education: New York Institute of Technology (BFA)

Patrick McKenna, Executive Chairman

Patrick is an experienced entrepreneur and angel investor, having generated more than $1B in exits over his career. Prior to Co-Founding Facet Wealth, he founded HighRidge Venture Partners to invest in companies based outside Silicon Valley, and he was a co-founder and an executive at technology companies including NexRep, Keniks, and LiveOps. Patrick is widely recognized as an expert in technology-enabled services and the future of work. Before entering the tech world, Patrick worked in M&A at Morgan Stanley and served four years as a lieutenant in the U.S. Army. In addition, he founded One America Works to encourage growing tech companies to open offices in cities across the United States and launched Catalyst Opportunity Funds to leverage the Invest in Opportunity Act to bring more investment to overlooked communities across America.

Education: University of Southern California (BS), Georgetown University (MBA)

Head of Planning

Tyler Craig, CFP(R), planning team lead

Tyler Craig

A versatile and seasoned industry veteran, Tyler Craig serves as Planning Team Lead for Facet Wealth. He brings over a decade of experience serving in an advisory services and management capacity. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Tyler will guide Facet’s national team of CFP® Professionals and deliver a best-in-industry client experience. Most recently, Tyler led the West Coast mass affluent and high-net-worth teams of Vanguard’s Personal Advisor Services, managing more than 11,000 clients and over 100 CFP® Professionals.

Education: W. P. Carey School of Business at Arizona State University (BS), St. Joseph’s University (MBA)

Planning Team Leads

Bini Lee

An experienced team leader, Bini Lee serves as Planning Team Lead for Facet Wealth. She brings over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, and will guide Facet’s team of distributed planners. Bini joins Facet from her most recent role as Senior Financial Planner at Grove, and resides in the Bay Area.

Education: University of California, Davis (BS)

Glenn Stroud

Glenn Stroud serves as Planning Team Lead for Facet Wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional he has over two decades of financial service experience in leading financial planning departments for large banks, RIA firms, and insurance companies.

Education: University of Kentucky Gatton College of Business and Economics

John D. Hill

John is a Planning Team Lead for Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 15 years of experience leading teams. Most recently, John was a Senior Team Manager at Charles Schwab, leading wealth management professionals that supported high-net-worth clients in the areas of financial planning, retirement planning, and tax, trust & estate planning. Before entering the financial services industry, John served as an officer in the U.S. Army and now resides in Denver, CO.

Education: Lehigh University (BS)

Lead Planners

David Wirth, CFP®

Lead Planner

Hali Browne London, CFP®

Lead Planner

Danielle Cole, CFP®

Lead Planner

Todd Norris, CFP®

Lead Planner

Chelsea Rixner, CFP®

Lead Planner

Steve Peterman, CFP®

Lead Planner

Michael Smith, CFP®

Lead Planner

Ellery Segebart, CFP®

Lead Planner

Matthew Hale, CFP®

Lead Planner

Vekevia Jones, CFP®

Lead Planner

David Gonzalez, CFP®

Lead Planner

Heath Hampton, CFP®

Lead Planner

Scott Spann, CFP®

Lead Planner

Rebecca Iacopelli, CFP®

Lead Planner

George Galat, CFP®

Lead Planner

Roger Tran, CFP®

Lead Planner

Mark Cecchini, CFP®

Lead Planner

Thomas Ginty, CFP®

Lead Planner

Tarif Carson, CFP®

Lead Planner

Chris Miller, CFP®

Lead Planner

Tyler Horn, CFP®

Lead Planner

Alicia Paige, CFP®

Lead Planner

Todd Latocha, CFP®

Lead Planner

Kennethia Cochran, CFP®

Lead Planner

Client Success Team Leads

Bryan D'Alessandro

Bryan D'Alessandro

Bryan D’Alessandro joined Facet wealth as the Client Success Team Lead. He is a 15 year veteran of the financial services business, working both as a Financial Advisor and Sales Leader. He has spent the entirety of his career working for large banks and brokerage firms helping mass affluent and ultra high net worth clients. He is a CFP® Professional and brings a robust knowledge of financial planning to help his team best serve their clients..

Education: St. John’s University (BS)

Tara Floyd

Tara Floyd joined Facet Wealth in October 2018 as a Client Success Manager, and in August 2019 was promoted to the Client Success Team Lead role. Prior to joining Facet Wealth, Tara worked for a large financial consulting firm. She has always had a passion for helping people to reach their financial goals and believes that everyone deserves access to solid, intuitive financial advice as well as a partner to help them along the way. When not working with clients, Tara enjoys spending time with her wonderful husband and energetic dog, traveling, and volunteering at her favorite local nonprofit organizations.

Education: University of Florida (MS)

Andy Barton

Andy joined Facet Wealth as a Client Success Manager, and in September 2019 was promoted to Client Success Team Lead. Prior to joining Facet, he was an Investment Consultant for a mutual fund company, and a Sr. Financial Advisor for a fee-only firm in Columbus, OH. Andy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than a decade of experience. Andy relies on his extensive industry knowledge to ensure that new clients are seamlessly onboarded to Facet.

Education: The Ohio State University (BS)

Client Success Managers

Dianna Gallo, CRPC®

Senior Client Success Manager

Ryan Teixeira

Senior Client Success Manager

Gary Johnston

Senior Client Success Manager

Chad Kimble, CFP®

Senior Client Success Manager

Stefen Blount

Senior Client Success Manager

Michelle Montpetit, CFP®

Senior Client Success Manager

Anastassia Lover

Senior Client Success Manager

Gary Wright

Senior Client Success Manager

Laura Bolzner

Senior Client Success Manager

Ed Dashi

Senior Client Success Manager

Dennis Huergo

Senior Client Success Manager

Nicolas Colon

Senior Client Success Manager

Jacob Kent

Senior Client Success Manager

Alonzo Adams

Client Success Manager

Alyssa Maine

Client Success Manager

Benjamin Buskey

Client Success Manager

Fawn Parker

Client Success Manager

Rasha Ali

Client Success Manager

Andrew Cavin

Client Success Manager

Alex Hernandez

Client Success Manager

John Manning

Client Success Manager

Samuel Hankoff

Client Success Manager

Business Development Team Lead

Tyler Cole

Tyler is a Business Development Team Lead at Facet. He brings more than a decade of financial planning and investment management experience to our clients and his primary role is to seamlessly onboard new clients to the Facet Family. Prior to Facet, Tyler worked in various capacities providing holistic financial planning services for high net worth individuals and families. When not helping clients with their goals, you will find Tyler on a long run, traveling, or playing guitar and drums.

Education: Johns Hopkins University (BS)

Business Development Associates

Terrence G. Davis

Business Development Associate

Hugh Herlin

Business Development Associate

Michael Riley

Business Development Associate

Taqi Shami

Business Development Associate

Timothy Sternfeld

Business Development Associate

Zerina Razic

Business Development Associate

Peter Pluta

Business Development Associate

Dan Dingus

Head of UX & Design

Jewell Fears

Compliance, HR & Operations Manager

Benjamin Lande

Engineering Team Lead

Wesley Obenshain

Senior Software Engineer

Courtney Stansbury

Courtney Stansbury

Digital Marketing Manager

Alex Krupey

Account Executive

Kayla Kennelly

Kayla Kennelly

Director of Advisor Partnerships

Andrew Stewart

Software Engineer

Adeel Afshar

Product Analyst

Tim Herrmann

Tim Herrmann

Director, Trading Operations

Don Butler

Don Butler

Controller

Patrick Hartnett

Patrick Hartnett

Account Executive

Jen Lackmann

Human Resources Generalist

Kim Coates

Product Owner

Maria Sparr

Investment Operations Specialist

Matt Loppatto

Senior Software Engineer

Julie Wyatt

Marketing Manager

Matt Holdefer

Software Engineer

Gambit

Head of Strategic Vision

Moo

Chief Barketing Officer

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