Meet Our Leadership Team

Anders Jones

CEO

Brent Weiss, CFP®, ChFC®

Chief Evangelist

Patrick McKenna

Executive Chairman

Shruti Joshi

COO

Bill Fahrbach

CFO

Chris Hufman

CAO & CCO

Jenna Sorrentino

Head of People

Paul Martin

Chief Technology Officer

Marcus Hadley

Head of Product

Harry Kirkpatrick

Chief Revenue Officer