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. 

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

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

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

Mark Cecchini, CFP®

Lead Planner

George Galat, CFP®

Lead Planner

Tyler Horn, CFP®

Lead Planner

Thomas Ginty, CFP®

Lead Planner

Tarif Carson, CFP®

Lead Planner

Alicia Paige, CFP®

Lead Planner

Richard Elliott, CFP®

Lead Planner

Todd Latocha, CFP®

Lead Planner

Kennethia Cochran, CFP®

Lead Planner

John Scollo, CFP®

Lead Planner

Eric Futch, CFP®

Lead Planner

Kelly Johnson, CFP®

Lead Planner

Justin Rivera, CFP®

Lead Planner

Emily Millsap, CFP®

Lead Planner

Tim Gump, CFP®

Lead Planner

Alix Tucci, CFP®

Lead Planner

Gianna Viele, CFP®

Lead Planner

Jessica Abrams, CFP®

Lead Planner

Kevin Barr, CFP®

Lead Planner

Natalie Chaves, CFP®

Lead Planner

Bethlyn Brookes, CFP®

Lead Planner

Bill Gallagher, CFP®

Lead Planner

Kenneth Connally, CFP®

Lead Planner

Gary Grewal, CFP®

Lead Planner

Jamie Dunn, CFP®

Lead Planner

Jason Pan, CFP®

Lead Planner

Tyler Schroeder, CFP®

Paraplanner

Laura Read, CFP®

Paraplanner

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

Chad Kimble, CFP®

Director of Client Success

Tyler Cole

Senior Client Success Manager

Gary Johnston

Senior Client Success Manager

Michelle Montpetit, CFP®

Senior Client Success Manager

Stefen Blount

Senior Client Success Manager

Dennis Huergo

Senior Client Success Manager

Anastassia Lover

Senior Client Success Manager

Gary Wright

Senior Client Success Manager

Laura Bolzner

Senior Client Success Manager

Nicholas Colon

Senior Client Success Manager

Jacob Kent

Senior Client Success Manager

Rasha Ali

Senior Client Success Manager

Andrew Cavin

Senior Client Success Manager

Alex Hernandez

Senior Client Success Manager

Justin Shack

Senior Client Success Manager

Cory Fancher

Senior Client Success Manager

Tripp Jarden

Senior Client Success Manager

Mike Wood

Senior Client Success Manager

Fawn Parker

Client Success Manager

Hugh Herlin

Client Success Manager

Timothy Sternfeld

Client Success Manager

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

Michael Riley

Business Development Associate

Taqi Shami

Business Development Associate

Alexandria Davis

Business Development Associate

Tierney Driscoll

Business Development Associate

Brian Williams

Business Development Associate

Mitchell Bridge

Business Development Associate

Christina Arick

Business Development Associate

Jenny Putnam

Business Development Associate

Darien Murrill

Business Development Associate

Christine Benjamin

Business Development Associate

Dan Dingus

Head of UX & Design

Jewell Fears

Director, Compliance & Administration

Benjamin Lande

Engineering Team Lead

Andy Barton

Head of Partnerships

Don Butler

Don Butler

Controller

Alex Krupey

Business Analyst

Kayla Kennelly

Kayla Kennelly

Director of Business Development and Strategy

Andrew Stewart

Software Engineer

Courtney Stansbury

Courtney Stansbury

Digital Marketing Manager

Tim Herrmann

Tim Herrmann

Director, Trading Operations

Matt Loppatto

Senior Software Engineer

Patrick Hartnett

Patrick Hartnett

Account Executive

Adeel Afshar

Product Analyst

Kim Johnson

Product Owner

Maria Sparr

Investment Operations Specialist

Jen Lackmann

Human Resources Manager

Jen Airoldi

Director of Analytics

Matt Holdefer

Software Engineer

Nate Shanholtz

Account Executive

Lauren DeMarzo

Director of Finance

Katrina Sullivan Matt

Investment Operations Specialist

Claudia Rosenbaum

Investment Operations Specialist

Blake Pucsek

Software Engineer

David Sattler

Content Specialist

Julia Chrisopoulos

Human Resources Coordinator

Lauren Adabie

Data Analyst

Moo

Chief Barketing Officer

Rosie

Head of Pawblic Relations

Gambit

Head of Strategic Vision

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