MoneyGuidePro®
Wealth Studios
MyBlocksOur Team
Anne Goldberg
Head of Business AnalysisJoined the Envestnet MoneyGuide family in: 2007
Years in the industry: 18+
Anne first started as a member of the Client Services team assisting independent clients with the creation of financial plans. She then transitioned to technology in an analyst role to help our enterprise clients with implementation and integration. After years of hard work, she was promoted to Head of Business Analysis in 2017.
As Head of Business Analysis, her focus is on improving our enterprise client experience and supporting a team of Business Analysts (which is 6 times larger than when she started!) who utilize MoneyGuide technology to help our enterprise clients solve their business challenges.
Education:
B.A. in Economics and B.B.A. in Information Technology from the College of William and Mary
Life before Envestnet MoneyGuide:
Anne worked at a regional broker dealer supporting advisors and their clients.
Family Life:
Resides in Virginia with her husband and son. In her free time, she is a (vocal) fan of her son's many sports teams.
Bain Bronner
Head of Technical AnalysisJoined the Envestnet MoneyGuide family in: 2014
Years in the industry: 6+
Bain Bronner joined MoneyGuide as an Analyst in 2014. He showed an affinity for the more complicated and less glamorous challenges of software development and immersed himself in some of MoneyGuide's most consequential projects. Bain has proven himself to be a committed, reliable, and versatile resource. He was promoted to Head of Technical Analysis in July 2018.
As the Head of Technical Analysis, Bain, and his team, are responsible for the calculations and overall design of new features and tools. He works closely with Vice President of Development to design efficient, reliable, and accurate systems.
Education:
B.S. in Physics from the College of William and Mary
Life before Envestnet MoneyGuide:
Bain worked as a researcher at the College of William and Mary.
Graham Blevins
Head of Front-End DevelopmentJoined the Envestnet MoneyGuide family in: 2017
Years in the industry: 15+
Since starting his journey at Envestnet MoneyGuide, Graham and our talented development team have been responsible for designing and implementing a modern software architecture and the development of the next generation of MoneyGuide web applications. In his role, Graham provides the strategy and direction for MoneyGuide's front-end application development, is a mentor for developers on his team, and contributes to MoneyGuide's calculations. His focus is towards the future, to create a front-end development stack that will scale as Envestnet MoneyGuide continues to break the boundaries in financial planning technology.
Education:
B.S. in Hospitality and Tourism Management, Virginia Tech
Post Baccalaureate, Information System, Virginia Commonwealth University
Life before Envestnet MoneyGuide:
Prior to joining MoneyGuide Graham co-founded design and development agency Storyware, where he was the development lead on projects for a variety of clients ranging from technology startups to Fortune 500 companies. At Storyware, a spin off from his previous company Business Bullpen, Graham learned to be an effective communicator bridging the gap between technology and business and led his team to implement over 65 successful web projects. In the early days of his technology career, Graham was a developer for data management startup Data Blueprint where he was responsible for developing strategy and applications to help clients solve complex data migration and data quality problems.
Family Life:
Graham resides in Powhatan, Virginia with his wife, two children and their dog and cat. When he's not on the sidelines supporting his kid's sports and activities, Graham enjoys spending his free time playing bass and guitar with his friends or in the mountains skiing and snowboarding with his family.
James Spisak
VP of Independent SalesJoined the Envestnet MoneyGuide family in: 2013
Years in the industry: 15+
James has served as a great asset to business development by managing key relationships and continuously reaching sales goals. With over 15 years of financial and investment advisory experience, James focuses on helping our independent sales team with sales and licensing within the advisor market. He was promoted from Account Manager to VP of Independent Sales in October 2018.
As the VP of Independent Sales, James ensures his team meets key goals by coaching Account Managers and refining messaging for independent sales distribution channels.
Education:
B.S. from Virginia Polytechnic Institute and State University
Life before Envestnet MoneyGuide:
James was an Investment Counselor at BB&T. Previous experience also includes investment advisory at Village Bank and First Market Bank.
Family Life:
Resides in Virginia with his wife and two daughters.
Jessica Day, FPQPTM, CCM
Head of Client ServicesJoined the Envestnet MoneyGuide family in: 2014
Years in the industry: 13+
Jessica and her team, which has tripled in size over the last few years, work collaboratively to deliver an excellent customer service experience to all MoneyGuide users.
In her role, she serves as a customer advocate, partnering with other departments and leadership to transform the customer experience.
Jessica oversees all client service operations including phone, email and chat, in addition to other key touch points and service channels.
Her focus is to build trust and strong long term relationships with our customers.
Education:
B.S. in Finance from Colorado Technical University
Certified Contact Center Manager
Life before Envestnet MoneyGuide:
Jessica worked with Edward Jones and Wells Fargo supporting advisors and their clients.
Family Life:
Resides in Virginia with her three children and dog, Tillman.
Kelly Jordan
Head of Human ResourcesJoined the Envestnet MoneyGuide family in: 2015
Years in the industry: 12
As the Head of Human Resources for MoneyGuide, Kelly strives to promote a company culture of creativity, passion, and inclusion. Since her arrival in 2015, Kelly's strategic partnership with other organizational leaders has helped the organization double in size and retain top talent in the finance and technology industries. She focuses on collaboration with executive leaders to foster an environment to help enable the delivery of MoneyGuide's mission.
Life before Envestnet MoneyGuide:
Prior to joining MoneyGuide Kelly worked in employee relations for a boutique staffing firm in Houston, TX and then as a Human Resources Director for a skilled nursing facility in Richmond, VA.
Family Life:
Kelly loves to cook and spend time with her husband, two daughters and two dogs.
Kevin Hughes
Chief Growth OfficerJoined the Envestnet MoneyGuide family in: 2007
Years in the industry: 12+
Kevin has played a key role on the Envestnet MoneyGuide sales team in driving growth and building the company's overall sales capabilities. He progressed through a variety of sales roles, and was eventually promoted to EVP of Sales in 2017 then to Chief Growth Officer in October 2018.
As Chief Growth Officer, Kevin is responsible for driving strategic and operational initiatives to accelerate Envestnet MoneyGuide's growth, and overseeing sales and retention.
His passion is focusing on building long-term partnerships with customers to help them maximize the value they get from MoneyGuidePro® and MyBlocks.
He maintains an in-depth understanding of the requirements and demands of small and large organizations, and works closely with product development to create solutions that bring efficiency and results to business processes.
Life before Envestnet MoneyGuide:
Kevin focused on sales and relationship management in a variety of industries including advertising and music. Previous experience has given him a deep understanding of strategies and plans that help move consumers and businesses forward.
Family Life:
He resides in Virginia with his wife and two children. In his free time, he enjoys playing the guitar, drums, bass and keyboard. Along with trying to keep his kids out of trouble.
Matt Thompson, CFP®
Head of TrainingJoined the Envestnet MoneyGuide family in: 2008
Years in the industry: 15+
From his days as a client service specialist to the Head of Training, Matt is known for his dynamic and humorous speaking style (and the occasional dad joke).
In his professional training career, he has been successful in applying blended instructional design techniques and methodologies using virtual and face to face delivery methods including e-learning, classroom-based workshops, and interactive webinars.
As the Head of Training, Matt is responsible for the development and delivery of all live and virtual MoneyGuide training. He and his team provide value-added learning and training programs to thousands of advisors, institutional clients, and Envestnet MoneyGuide employees.
Matt has spoken with over 45,000 advisors to ensure they have a comprehensive understanding of the MoneyGuide methodology, functionality and best practices relevant to the industry and applicable to helping them grow their practice and establish lasting relationships with their clients.
Education:
B.S. in Marketing Management from Virginia Tech
Life before Envestnet MoneyGuide:
Matt spent five years as a Financial Services Advisor at a regional bank.
Family Life:
He resides in Powhatan County, Virginia with his wife and three children, and coaches his son's baseball team.
Rose Palazzo
Group HeadJoined the Envestnet MoneyGuide family in: 2021
Experience:Rose Palazzo is Group Head of Envestnet MoneyGuide and leads us in our vision of creating financial wellness for all.
Rose has extensive experience in the financial industry and in-depth knowledge of MoneyGuide as she came to us from the role of Head of Financial Planning for Morgan Stanley Wealth Management. Rose joined Morgan Stanley in 2008 as part of the Financial Planning organization to lead the development and launch the Firm's proprietary progress to goals monitoring service. During her time as Head of Financial Planning she was responsible for managing the development, implementation, and support of Morgan Stanley's financial planning offering.
Rose has hands on experience in designing financial planning software. She was a key architect of Morgan Stanley's proprietary Goals Based Wealth Management platform, Goals Planning System (GPS), launched in 2017. In addition, she helped design a Custom Feature for MoneyGuide that has had over 140,000 plans adopted since its inception.
In 2020, Rose was recognized by Morgan Stanley Wealth Management as part of its partnership with MAKERS - a project dedicated to identifying and celebrating women of accomplishment across multiple fields along with the men who sponsor and champion women's achievement.
Prior to joining Morgan Stanley, Rose spent 9 years with Merrill Lynch where she served in several roles within the Firm's Financial Planning and Retirement Groups, helping to develop and deliver financial planning tools to their Financial Advisors and clients.
Rose is a frequent speaker at Industry events addressing financial planning topics. She especially enjoys participating in events focused on advancing women in financial services.
Life before Envestnet|MoneyGuide:
Rose was Head of Financial Planning for Morgan Stanley Wealth Management.
Family Life:
Resides in New York with her adorable dog Nico.
Steve Boyer
Chief Technology OfficerJoined the Envestnet MoneyGuide family in: 2003
Years in the industry: 17+
As the Chief Technology Officer, Steve oversees the development of all MoneyGuide solutions. His teams are responsible for delivering the software at the core of MoneyGuide's mission and innovative solutions, including the user interface, applications, and framework.
Education:
B.S. in Computer Science from the University of Richmond
Family Life:
Resides in Virginia with his wife and their three children and four dogs.
Tony Leal
Group President, Envestnet WealthTechMr. Leal serves as Group President, Envestnet WealthTech, and is focused on overall growth strategy, execution, and operations for WealthTech products across the Envestnet ecosystem. Mr. Leal has been at Envestnet | MoneyGuide since its inception in 1997, and has technical and management responsibility for the development of the MoneyGuidePro® systems, enterprise customer satisfaction, and is the system architect for all integrations and customized versions of our products.
With over 25 years of experience, Mr. Leal has played a pivotal role in designing and implementing computer systems for client companies, and over has 15 years of experience in designing, developing, and supporting software systems in the financial services industry.
Education:
B.S. in Computer Science and Information Systems from Appalachian State University in Boone, NC
Family Life:
Mr. Leal resides in Powhatan County, Virginia with his wife Laura on their farm; home to several llamas, pigs, sheep, chickens, peacocks, bees, and their dog Nellie.
Bob Curtis
ConsultantBob founded Envestnet MoneyGuide, formerly known as PIEtech, Inc., in 1997. He has over 30 years of experience as an innovator in the software industry and has been designing financial planning software for the financial services industry for the past 25 years. He is a leader in developing easy-to-use, interactive software for use by advisors and their clients.
Bob serves as lead designer of Envestnet MoneyGuide's MoneyGuidePro© financial planning software. At its debut, MoneyGuidePro® was one of the first financial planning programs created for interactive, web-based use.
Under Bob's leadership, MoneyGuidePro© became the #1 financial planning software in the United States and is currently used by over 45,000 financial service professionals and finance students at the high school and collegiate level.
Bob has received recognition by Financial Planning magazine for his contributions to the industry; in 2009, he was selected as one of six industry "Movers and Shakers," and in 2012, he received the Tech Innovator award.
His focus is on strengthening Envestnet MoneyGuide's core business – it's only business – providing innovate financial planning software, while also working to lead our mission of Everyone needs and deserves a quality financial plan.
Education:
B.S. in Finance from Lehigh University in Bethlehem, PA
Publications:
"Monte Carlo Mania," published in Retirement Income Redesigned: Master Plans for Distribution, by Bloomberg Press in April, 2006.
"The Future of Financial Planning Software," published in Technology Tools for Today's High-Margin Practice, by Bloomberg Press in 2013.
Family Life:
Bob and his wife Karla reside in Powhatan, Virginia where they are active members of the community, supporting multiple charities and community initiatives.
Harold Evensky, CFP®
ConsultantHarold is President of Evensky & Katz a fee only financial advisory firm based in Coral Gables, Florida . Prior to forming his own company, he served as a Vice President of Investments with major investment banking firms.
Education:
B.S. and M.S. from Cornell University
