Meet Our Team Planners Client Success Team Planners Client Success Team Business Development & Marketing Haley Adam Marketing Coordinator Linkedin Andy Barton Head of Partnerships Linkedin Randi Charles Head of Marketing Linkedin Kayla Kennelly Director of Advisor Partnerships Linkedin David Sattler Content Specialist Linkedin Courtney Stansbury Digital Marketing Manager Linkedin Brent Weiss, CFP®, ChFC® Chief Evangelist Linkedin Engineering & Data Lauren Adabie Data Analyst Linkedin Jen Airoldi Director of Analytics Linkedin Wallace Brown Software Engineer Linkedin Chandler Dibble Software Engineer Linkedin JoDee Fields Chief of Staff Matt Holdefer Software Engineer Linkedin Chris Kaczenski Business Applications Developer Linkedin Alex Krupey Sales Enablement Manager Linkedin Ben Lande Engineering Team Lead Linkedin Matt Loppatto Senior Software Engineer Linkedin Paul Martin Chief Technology Officer Linkedin Kevin Miller Software Engineer Linkedin Blake Pucsek Senior Software Engineer Linkedin Andrew Stewart Software Engineer Linkedin Finance Don Butler Controller Linkedin Lauren DeMarzo Director of Finance Linkedin Lisa Rapuano CFO Linkedin Operations & Human Resources Julia Chrisopoulos Human Resources Coordinator Jewell Fears Director, Compliance & Administration Linkedin Tim Herrmann Director, Trading Operations Linkedin Chris Hufman COO & CCO Linkedin Jen Lackmann Human Resources Manager Linkedin Anders Jones CEO Linkedin Harry Kirkpatrick Head of Growth Linkedin Patrick McKenna Executive Chairman Linkedin Rayan Oueini Investment Operations Specialist Linkedin Claudia Rosenbaum Investment Operations Specialist Linkedin Maria Sparr Investment Operations Specialist Linkedin Elizabeth Strock Executive Administrative Assistant Linkedin Glenn Stroud Director of Innovation & Change Linkedin Katrina Sullivan-Mat Investment Operations Specialist Linkedin Product Adeel Afshar Product Analyst Linkedin Dan Dingus Head of UX & Design Marcus Hadley Head of Product Linkedin Kim Johnson Product Owner Linkedin Jason McIlwan Designer Linkedin Scott Spann, CFP® Product Owner Linkedin The Pack Gambit Head of Strategic Vision Moo Chief Barketing Officer Rosie Head of Pawblic Relations
