
Alan Moore, MS, CFP®
Co-Founder
Co-Founder

Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Co-Founder
Co-Founder

Jeff Snodgrass
Managing Director
Managing Director

Mario Nardone, CFA
Chief Investment Strategist
Chief Investment Strategist

Jena Olney
Senior Client Services Specialist
Senior Client Services Specialist

Ben York, FPQP
Client Service Specialist
Client Service Specialist