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, Head of Planning

Brent serves as head of planning for Facet. He brings more than a decade of experience to the team as an investment advisor and financial planner for high net worth individuals and families. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead advisor and chaired the investment committee. Brent is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Financial Consultant® (ChFC®). He also holds a life and health insurance license in the state of Maryland.

Education: Notre Dame (BA)

Chris Hufman, Head of Operations & CCO

Chris serves as the Head of Operations 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)

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)

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)

Austen Bass, VP Engineering

Austen leads Facet’s Engineering team. He has over 16 years of experience leading teams in developing enterprise systems across several industries. Before joining Facet, Austen led the development teams at both Shepard Associates and Bass Consulting. Austen is a full-stack developer who has driven development for many high visibility projects for clients such as Palm, Paypal, Boston Scientific, Stryker, Covidien, Riata Capital, and MarkMonitor.

Education: Thomas J. Watson School of Engineering (BS)

Harry Kirkpatrick, Head of Onboarding

Harry serves as a lead planner and the Head of Onboarding 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.

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

Patrick McKenna, Executive Chairman

Patrick is an experienced entrepreneur and angel investor, having generated more than $1B in exits over his career. He was a co-founder and executive at technology companies including NexRep, Keniks and LiveOps. He is widely recognized as an expert in technology enabled services. 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. Patrick currently serves on the Boards of Disqus and Maven.

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

Tyler Craig, CFP(R), planning team lead

Tyler Craig, Planning Team Lead

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)
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)

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)

Planning Team Lead

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)

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

Client Success Team Lead

Bryan D'Alessandro

Bryan D'Alessandro, CFP®

Client Success Manager Team Lead

Client Success Managers

Andy Barton, CFP®

Client Success Manager

Dianna Gallo, CRPC®

Client Success Manager

Tara Floyd

Client Success Manager

Ryan Teixeira

Client Success Manager

Tyler Cole

Client Success Manager

Chad Kimble, CFP®

Client Success Manager

Michelle Montpetit, CFP®

Client Success Manager

Gary Johnston

Client Success Manager

Lauren Walker

Client Success Manager

Stefen Blount

Client Success Manager

Terrence G. Davis

Client Success Manager

Dan Dingus

Head of UX & Design

Jewell Fears

Compliance, HR & Operations Manager

Benjamin Lande

Senior Engineer

Wesley Obenshain

Senior Software Engineer

Lori Silverthorne

Director of Advisor Partnerships

Alex Krupey

Account Executive

Ben Vezzani

Senior Software Engineer

Andrew Stewart

Software Engineer

Kayla Kennelly

Kayla Kennelly

Director of Advisor Partnerships

Tim Herrmann

Tim Herrmann

Director, Trading Operations

Don Butler

Don Butler

Controller

Patrick Hartnett

Patrick Hartnett

Account Executive

Courtney Stansbury

Courtney Stansbury

Digital Marketing Manager

We're Hiring