Meet the Team

Alan Moore, MS, CFP®
Co-Founder

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

Lisa Asher
Managing Director

Mario Nardone, CFA
Chief Investment Strategist

Carrie Frye
Director of Operations

Jeff Snodgrass
Senior Orion Consultant

Connor Cavigli
Client Service Manager

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