Meet Our 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, 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)
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.
Education: Bentley (B.S.), (M.S.A.)
Randi Charles, Head of Marketing
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)
Planning Team Coaches
Bini Lee
An experienced team leader, Bini Lee serves as Team Coach 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 Team Coach 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
Chris Miller
Chris is a Team Coach at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with over 16 years of experience in the industry. Chris is passionate about understanding what motivates individuals into making financial decisions and using these motivations to create a solution. In his spare time, Chris enjoys running outdoors, hiking, biking, traveling, and reading.
Education: University of Phoenix (BS), Kansas State University (MS)
Roger Tran
Roger Tran is a Team Coach at Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ Professional with 12 years of experience in the financial services industry. Roger has worked in a multitude of roles from business banking and management, to financial planning and portfolio management at independent RIAs (registered investment advisor). Outside of work Roger enjoys rock climbing, obstacle course racing (OCR), exploring foreign destinations, and spending quality time with friends and family.
Education: University of California, Davis (BS)
Lead Planners
Head of Client Success
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)
Client Success Managers
Business Development Team Lead
Anders Skagerberg
Anders (ON-ders) joined Facet Wealth in February 2020 as a Business Development Associate and in April 2020 was promoted to the Business Development Team Lead role. Prior to joining Facet Wealth he worked for a boutique Wealth Management firm, serving high-net worth clients, with a focus on asset management and complex tax-strategies. He has always believed that real financial planning should be available to everyone, regardless of net worth, so he joined Facet to pursue that passion. When he’s not onboarding new clients to the Facet Family, you can find Anders exploring, camping and climbing the Rocky Mountains, spending time with his lovely wife, or happily working in the garden.
Education: University of Utah (BS)
Business Development Associates
Dan Dingus
Head of UX & Design
Dan Dingus, Head of Design & UX
Dan has over 17 years experience designing and planning online applications with various SaaS products and online marketing campaigns.
Working with clients such as Black & Decker, Citi Group, Toyota, Pinnacle/Titleist Golf, Time Warner Cable, US Air Force, CSX Transportation, McGraw-Hill, FAA, FDA, NAVY, Lippincott Williams & Wilkins and Under Armour.
Education: Towson University (BS)
Jewell Fears
Director, Compliance & Administration
Jewell Fears, Director, Compliance & Administration
Jewell brings over 13 years of investment operations experience to Facet Wealth as the Director, Compliance & Administration. She has worked in both the private and public sectors focusing on practice management, efficiency and overall firm operations.
Education: University of Pittsburgh (BA)
Benjamin Lande
Engineering Team Lead
Benjamin Lande, Senior Engineer
Ben is a software engineer with an interest in AI and machine learning. He has lead a team of engineers in developing software to predict and route network issues harnessing modified sentiment analysis models. Ben brings these experiences to Facet and is currently developing an AI to improve the capabilities for financial advisors.
Education: University of New Mexico (BA), University of New Mexico (MS)
Andy Barton
Head of Partnerships
Andy Barton, Head of Partnerships
Andy serves as Head of Partnerships for Facet Wealth. 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)
Don Butler
Controller
Don Butler, Controller
Don is 30-year veteran of the financial services industry. He previously held senior finance roles at H. Beck, Folio Financial (formerly FOLIOfn.), Alex. Brown, and Legg Mason. He also has provided accounting and finance consulting services to financial services companies and to start-up firms.
Education: Boston University (BS), Boston College (MSF)
Alex Krupey
Business Analyst
Alex Krupey, Business Analyst
Alex leverages 8 years of financial sales experience to accelerate business development for the Facet revenue team. He began his career in Treasury Management at PNC Bank, where he worked with corporate and institutional clients to help them increase their efficiency and profitability. Most recently, Alex served as a Mortgage Banker with Apex Home Loans. He enjoys learning, strategic problem solving, and building meaningful relationships.
Education: St. Vincent College (BS)
Kayla Kennelly
Director of Business Development and Strategy
Kayla Kennelly, Director of Business Development and Strategy
Kayla brings nearly a decade of industry experience to the team. She started her career as a Corporate Trainee at Pershing LLC, serving roles in Prime Brokerage and Pershing Advisor Solutions helping RIA’s and Family Offices find solutions for their business. Kayla was recently nominated as InvestmentNews’ 40 Under 40 due to her passion for engaging Next Generation talent and promoting Financial Literacy in our communities.
Education: Iona College (BA)
Andrew Stewart
Software Engineer
Andrew Stewart, Software Engineer
Andrew is a Software Engineer at Facet. He started his career in the healthcare industry developing a presentation ready, business intelligence application backed by large datasets. In bringing his experience in building modern web applications, he continues to contribute to the overall software development used to improve the capabilities of our financial advisors.
Courtney Stansbury
Digital Marketing Manager
Courtney Stansbury, Digital Marketing Manager
Courtney brings nearly two decades of digital marketing experience to the Facet Wealth team. With industry experience spanning from travel to education, she specializes in data-driven multi-channel digital marketing campaigns and project management. At Facet, Courtney coordinates marketing efforts and supports the Directors of Partnerships and Client Success Managers. Courtney enjoys deep dives into Google Analytics and is a proponent of the Oxford comma.
Education: Frostburg State University (BFA)
Tim Herrmann
Director, Trading Operations
Tim Herrmann, Director, Trading Operations
Tim brings over 11 years of investment and financial services experience to Facet Wealth. Tim began his career with T. Rowe Price servicing small business retirement plan participants and sponsors by providing guidance on investments, plan establishment, and compliance. Most recently, Tim managed a team of back office associates within T. Rowe Price’s mutual fund, brokerage, and managed accounts products. Tim enjoys intense problem solving, analyzing complex workflows, and finding new ways to achieve operational effectiveness.
Education: University of Tampa (BS), University of Tampa (MBA)
Matt Loppatto
Senior Software Engineer
Matt Loppatto, Senior Software Engineer
Matt joined Facet Wealth as a software engineer in November 2018. Before Facet, he was a DoD contractor for over six years and worked on distributed systems and analytics. Matt graduated from the University of Maryland with a degree in computer science.
Education: University of Maryland College Park (BS)
Patrick Hartnett
Account Executive
Patrick Hartnett, Account Executive
Patrick brings 5 years of experience in financial services to his role at Facet Wealth. At AXA Advisors he provided retirement planning for public school and federal employees as a fully licensed advisor. Most recently, as an account executive at SEI Investments, he was responsible for consulting on wealth management, investment platform, and practice management solutions to independent financial advisors. Professionally, Patrick enjoys networking and working to advance the financial planning profession. Personally, he enjoys coaching youth football and exploring Philadelphia’s restaurant scene with his fiancé.
Education: West Virginia University (BS)
Adeel Afshar
Product Analyst
Adeel Afshar, Product Analyst
Adeel is a 2019 Venture for America fellow and joins the Facet team with a strong background in entrepreneurship and engineering. Adeel has built companies around the world, from a solar energy business in Ghana to a halal makeup company here in the U.S. He’s excited to leverage his expertise to help build the future of financial planning with Facet.
Education: University of Illinois at Urbana-Champaign (BS)
Kim Johnson
Product Owner
Kim Johnson, Product Owner
Kim serves as a Product Owner for Facet. She spent 10.5 years at PayPal working in various roles in their Credit Operations team. Her last 4 years at PayPal were devoted to reducing net credit losses on their global consumer and merchant credit products, by increasing operational efficiency through software development while maintaining an excellent customer experience. She’s elated to use those skills at Facet.
Education: Towson University (BS)
Maria Sparr
Investment Operations Specialist
Maria Sparr, Investment Operations Specialist
Maria brings over 14 years of experience in financial services to her role at Facet Wealth. Prior to Facet, Maria was at T. Rowe Price, where she served as a Retail Account Management Service Specialist, focusing on their mutual fund, brokerage, managed account, and donor-advised fund product lines. Personally, Maria enjoys spending time with her family and hunkering down with a good book.
Education: Towson University (BS)
Jen Lackmann
Human Resources Manager
Jen Lackmann, Human Resources Manager
Jen joined Facet in May 2019 as a Human Resources Generalist and now serves as Human Resources Manager. Prior to joining Facet, Jen worked in human resources for a Chicago-based law firm.
Education: Wake Forest University (BA)
Jen Airoldi
Director of Analytics
Jen Airoldi, Director of Analytics
Jen is the Director of Analytics at Facet. Prior to joining the team, she spent nearly a decade in Analytics and Product in the video game industry. Most recently she built the Product and Analytics infrastructure and team at Big Huge Games to support the data driven design of the mobile game DomiNations.
At Facet Jen will be building out our analytics tools and team to enable us to be a data enabled, data driven organization, providing the information necessary to make sound strategic decisions as we grow.
Education: Brown University (BA), University of Florida (MS)
Matt Holdefer
Software Engineer
Matt Holdefer, Software Engineer
Matt is a Software Engineer at Facet. He started his career at the Johns Hopkins Applied Physics Lab doing data visualization and social network analysis. He has a passion for personal finance and is excited to contribute his skills to the Facet platform.
Education: St. Mary’s College Of Maryland (BA), Johns Hopkins University (MS)
Nate Shanholtz
Account Executive
Nate Shanholtz, Account Executive
Nate joined Facet Wealth as an Account Executive in August 2019 and brings with him 8 years of Business Development experience. In his role, he is responsible for finding new advisor partners for our referral network. He began his career with Choice Hotels as a director of franchise development, where he was in charge of adding new hotel properties on the east coast. Most recently, Nate worked for a financial services firm where he assisted families in achieving their financial goals. He is passionate about broadening access to high quality affordable financial planning. Outside of work, Nate enjoys traveling, cooking, and playing guitar.
Education: Penn State University (BS)
Lauren DeMarzo
Director of Finance
Lauren DeMarzo, Director of Finance
Lauren serves as the Director of Finance for Facet. In her role, she is responsible for analyzing data and building financial models to help management understand the economic implications of strategic decisions. Prior to Facet, Lauren held roles at Redwood Capital Investments, Ares Management, and PwC, specializing in the underwriting and portfolio management of private equity and direct lending investments.
Katrina Sullivan Matt
Investment Operations Specialist
Katrina Sullivan-Matt, Investment Operations Specialist
I have served in the financial industry for over 19 years. During my tenure at T. Rowe Price I have worked as a Brokerage Financial Service Representative providing excellence in customer service and timely and accurate execution of equity and bond trades. My most current role was in operations as a Retail Account Management Service Specialist where I focused on servicing mutual funds, brokerage, managed accounts and donor-advised fund product lines.
Claudia Rosenbaum
Investment Operations Specialist
Claudia Rosenbaum, Investment Operations Specialist
Before coming to Facet I spent the last few years (16) working with T Rowe Price specializing in providing customer service to clients serving a wide range of financial needs dealing with their Mutual Funds, Brokerage, Program for Charitable Giving and College Savings Accounts. Before that, one of the most unique working experiences I’ve had was one that allowed me to see the world and travel the high seas as an employee for Celebrity Cruises.
Blake Pucsek
Software Engineer
Blake Pucsek, Software Engineer
Blake joined Facet Wealth in January 2020 and is a software engineer. Prior to joining, he was most recently the technical co-founder of Bereda Training, a platform that helped endurance athletes meet their goals by providing affordable access to coaching through an online relationship. Blake is excited to join the team and help build out the Facet platform.
Education: Harvard (BA)
David Sattler
Content Specialist
David Sattler, Content Specialist
David brings a deep background in journalism, advertising and marketing to Facet Wealth. His relevant experience includes work for mutual funds, investment advisors, banks, leasing companies and business turnaround firms, in both digital and real-world marketing. He has written two books, one about global energy geopolitics and one about architecture and society, and has taught copywriting as a guest professor at Towson University and journalism as a guest teacher at a local, private high school.
Education: Ramapo College of New Jersey (BA, Economics)
Julia Chrisopoulos
Human Resources Coordinator
Julia Chrisopoulos, Human Resources Coordinator
Julia is an experienced Human Resources professional who will serve as an HR Coordinator at Facet Wealth. Prior to Facet, Julia worked for a private data management company based in Columbia, Maryland.
Education:University of Maryland, College Park (BS), University of Maryland, Global Campus (MS)
Lauren Adabie
Data Analyst
Lauren Adabie, Data Analyst
Before joining facet, I spent the last 4.5 years as a Data Analyst in the mobile gaming industry. My educational background is in environmental engineering and chemistry and has led me to love finding insights and helping people using data.
Education: Humboldt State University (BS)
Moo
Chief Barketing Officer
Moo, Chief Barketing Officer
Moo is the official Facet Wealth office greeter. She enjoys belly rubs and is learning to play fetch. She specializes in begging for bites of banana and napping on bean bag chairs.
Rosie
Head of Pawblic Relations
Rosie, Head of Pawblic Relations
Reporting into our head of marketing, Rosie is tasked with ensuring that the distinct voice of Facet is amplified and heard nationwide. She has almost a decade of prior experience responding to doorbells and deliveries, making her uniquely qualified for this role.
Gambit
Head of Strategic Vision
Gambit, Head of Strategic Vision
Gambit is the elder statesman of Facet Wealth. He enjoys spending time with Moo, napping, getting tangled in computer cords, and sniffing out treats.