XY Planning Network Employee Directory

XY Planning Network corporate office is located in 24 E Main St, Bozeman, Montana, 59715, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Operations

Marketing

Finance

Sales

Legal

C-Suite

Human Resources

Key Employees of XY Planning Network

Vince Hockett
President
PhoneEmail
Ryan Watin
Chief People Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

XY Planning Network Global Presence

Location	People at location
North America	11-50
Asia	1-10

Index of contact profiles from XY Planning Network

Hundreds of professionals searching for XY Planning Network have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DB
David Bowman
Email Direct
Director, Partnerships
United States , Montana , Bozeman

LL
Lisa Larrivee
Email Direct
Director, Content Marketing
United States , Montana , Bozeman

CK
Cary Kessenich
Email Direct
Directr of Marketing
United States , Montana , Bozeman

TS
Trae Sweat
Email Direct
Compliance Specialist
United States , Montana , Bozeman

AI
Andrea Istwan
Email Direct
Director, Advisor Experience (XYPN Sapphire)
United States , Montana , Bozeman

KL
Kori Lennon
Email Direct
Vice President of XYPN Emerald
United States , Montana , Bozeman

Ryan Watin
Email Direct
Chief People Officer
United States , Montana , Bozeman

AL
Amylee Ledger
Email Direct
Executive Sales Manager
United States , Montana , Bozeman

SW
Sydney Wagner
Email Direct
Manager, Payroll & Benefits
United States , Montana , Bozeman

JR
Joseph Reidy
Email Direct
Manager, Transition & Onboarding
United States , Montana , Bozeman

TJ
Travis Johnson
Email Direct
Managing Director, Xypn Compliance
United States , Montana , Bozeman

TH
Tess Hollister
Email Direct
Lead Member Experience Specialist
United States , Montana , Bozeman

KR
Kendra Rehm-Dehn
Email Direct
Director of RIA Registrations
United States , Montana , Bozeman

JM
Joshua McRae
Email Direct
Manager, Information Technology
United States , Montana , Bozeman

CJ
Chris Johnson
Email Direct
Senior Business Development Manager
United States , Montana , Bozeman

HW
Heather Walstad
Email Direct
Vice President, Finance
United States , Montana , Bozeman

TH
Terria Heng
Email Direct
Head of Consulting
United States , Montana , Bozeman

RT
Ryann Thomas
Email Direct
Manager, Content
United States , Montana , Bozeman

AM
Arlene Moss
Email Direct
Business Executive & Coach
United States , Montana , Bozeman

AW
Anthony Williamson
Email Direct
Director, XYPN Books
United States , Montana , Bozeman

AA
Aimee Arnaud
Email Direct
Director, Sapphire Growth
United States , Montana , Bozeman

SL
Shelley Laakso
Email Direct
Manager, Finance
United States , Montana , Bozeman

TB
Tori Bowerman
Email Direct
Director of Advisor Engagement
United States , Montana , Bozeman

DS
Danielle Simard
Email Direct
Manager, Accounting
United States , Montana , Bozeman

SM
Samuel McCue
Email Direct
Senior Director, Sales & Growth Operations
United States , Montana , Bozeman

12 34

Former Employees at XY Planning Network

Explore people who held key positions, contributed to XY Planning Network's success, and advanced their careers.

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Marketing Review Compl... at Axonic Insurance

Worked as Compliance Specialist

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Direct

David Guthmiller

Controller at Fay Ranches

Worked as Controller

at XY Planning Network (2021-2025)

Direct

Sarah Orlando

Assistant Director at Montana State Universi...

Worked as Manager, Strategic Initiatives Operations

at XY Planning Network (2021-2022)

Direct

Mask Content

Manager, Financial Ser... at Idoc

Worked as Senior Accountant

at XY Planning Network (2017-2021)

Direct

Mask Content

Controller at American Prairie

Worked as Manager, Accounting

at XY Planning Network (2022-2022)

Direct

Mask Content

Vice President - Human... at Citi

Worked as Human Resources Intern

at XY Planning Network (2020-2021)

Direct

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Frequently Asked Questions Regarding XY Planning Network Employees

How many employees does XY Planning Network have?

XY Planning Network has 11-50 employees

Who are XY Planning Network key employees?

Some of XY Planning Network key employees are Vince Hockett, Ryan Watin

Where is XY Planning Network located?

XY Planning Network’s headquarters are located at 24 E Main St, Bozeman, Montana, 59715, United States

How do I contact XY Planning Network?

XY Planning Network Contact Info: Phone number: (406) 413-9200 Website: www.xyplanningnetwork.com

What does XY Planning Network do?

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advi... Read More

Is XY Planning Network a public company?

XY Planning Network is private company therefore does not currently have an official ticker symbol

See more information about XY Planning Network Employees