Meet the Team

Alan Moore, MS, CFP®
Co-Founder

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

Lisa Asher, CFA
Managing Director

Mario Nardone, CFA
Chief Investment Strategist

Jeff Snodgrass
Senior Orion Consultant

Connor Cavigli
Client Service Manager

Lillie Delaney
Platform & Operations Specialist

Join the XYIS Team!
Visit our Careers page to apply.