Our Team

Anne Goldberg

Head of Business Analysis

Bain Bronner

Head of Technical Analysis

Dylan Kynaston

Chief Technology Officer

Graham Blevins

Head of Front-End Development

James Spisak

VP of Independent Sales

Jessica Day, FPQPTM, CCM

Head of Client Services

Joe Miller, CFP®, CPWA®

Chief Operating Officer

Kevin Hughes

Chief Growth Officer

Matt Thompson, CFP®

Head of Training

Matt Trout

Chief Financial Officer

Steve Boyer

Executive Vice President of Development

Tony Leal

President

Tyler Clark, CFP®

Head of Client Success

Bob Curtis

Consultant

Harold Evensky, CFP®

Consultant
© 2020 MoneyGuide, Inc. | Privacy Policy | Security