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

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

Lisa Asher, CFA
Managing Director
Managing Director

Mario Nardone, CFA
Chief Investment Strategist
Chief Investment Strategist

Jeff Snodgrass
Senior Orion Consultant
Senior Orion Consultant

Jena Olney
Client Services Specialist
Client Services Specialist