Our Team

Anne Goldberg

Head of Business Analysis

Bain Bronner

Head of Technical Analysis

Graham Blevins

Head of Front-End Development

James Spisak

VP of Independent Sales

Jessica Day, FPQPTM, CCM

Head of Client Services

Kelly Jordan

Head of Human Resources

Kevin Hughes

Chief Growth Officer

Matt Thompson, CFP®

Head of Training

Rose Palazzo

Group President, Envestnet Financial Planning

Steve Boyer

Chief Technology Officer

Bob Curtis

Consultant

Harold Evensky, CFP®

Consultant

Tony Leal

Advisor, WealthTech
© 2023 MoneyGuide, Inc. | Privacy Policy | Security