Meet Our Team

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Business Development & Marketing

Haley Adam

Marketing Coordinator

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Andy Barton

Head of Partnerships

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Randi Charles

Head of Marketing

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Kayla Kennelly

Head of Financial Wellness

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David Sattler

Content Specialist

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Leigh Anna Sodac

Director of Marketing

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Brent Weiss, CFP®, ChFC®

Chief Evangelist

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Engineering & Data

Lauren Adabie

Data Analyst

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Jen Airoldi

Director of Analytics

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Christina Arick

Sales Enablement Analyst

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Wallace Brown

Software Engineer

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Chandler Dibble

Software Engineer

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Ryan Faulhaber

Full Stack Engineer

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JoDee Fields

Chief of Staff

Davis Donald Hesler

Full Stack Engineer

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Matt Holdefer

Software Engineer

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Chris Kaczenski

Business Applications Developer

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Alex Krupey

Sales Enablement Manager

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Ben Lande

Engineering Team Lead

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Taylor Letterman

Growth Engineer

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Matt Loppatto

Senior Software Engineer

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Paul Martin

Chief Technology Officer

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Kevin Miller

Software Engineer

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Cal Moody

Full Stack Engineer

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Matthew Morrison

Data Analyst

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Blake Pucsek

Senior Software Engineer

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Dorian Regester

Growth Engineer

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Andrew Stewart

Software Engineer

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Brock Stone

Front-End Engineer

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Jason Valenzuela

Full Stack Engineer

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Diana Winger

Database Engineer

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Finance

Don Butler

Controller

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Lauren DeMarzo

Director of Finance

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Anthony Egan

Senior Accountant

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Lisa Rapuano

CFO

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Operations & Human Resources

Kaitlyn Cabrera

Recruiter

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Ivan Carerro

Investment Ops Specialist

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Julia Chrisopoulos

Human Resources Coordinator

Grace Falvey

Human Resources Assistant

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Alex Hernandez

Investment Operations Specialist

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Tim Herrmann

Director, Trading Operations

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Chris Hufman

COO & CCO

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Jen Lackmann

Human Resources Manager

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Anders Jones

CEO

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Harry Kirkpatrick

Chief Revenue Officer

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Patrick McKenna

Executive Chairman

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Rayan Oueini

Investment Operations Specialist

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Claudia Rosenbaum

Investment Operations Specialist

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Tyler Schroeder, CFP®

Director of Strategic Initiatives

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Afton Smead

Investment Operations Specialist

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Maria Sparr

Investment Operations Specialist

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Elizabeth Strock

Executive Administrative Assistant

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Glenn Stroud

Director of Innovation & Change

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Katrina Sullivan-Mat

Investment Operations Specialist

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Product

Adeel Afshar

Product Analyst

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Dan Dingus

Head of UX & Design

Marcus Hadley

Head of Product

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Kim Johnson

Product Owner

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Jason McIlwan

Designer

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Scott Spann, CFP®

Product Owner

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The Pack

Gambit

Head of Strategic Vision

Moo

Chief Barketing Officer

Rosie

Head of Pawblic Relations