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


Bob Curtis


Harold Evensky, CFP®

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