Meet the Team

Alan Moore, MS, CFP®
Co-Founder

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

Jeff Snodgrass
Managing Director

Mario Nardone, CFA
Chief Investment Strategist

Jena Olney
Senior Client Services Specialist

Ben York, FPQP
Client Service Specialist

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