Our Team

Joined 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.

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Education:
B.A. in Economics and B.B.A. in Information Technology from the College of William and Mary

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Life before Envestnet MoneyGuide:
Anne worked at a regional broker dealer supporting advisors and their clients.

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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.

Joined 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.

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Education:
B.S. in Physics from the College of William and Mary

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Life before Envestnet MoneyGuide:
Bain worked as a researcher at the College of William and Mary.

Joined 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.

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Education:
B.S. in Hospitality and Tourism Management, Virginia Tech
Post Baccalaureate, Information System, Virginia Commonwealth University

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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.

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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.

Joined 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.

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Education:
B.S. from Virginia Polytechnic Institute and State University

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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.

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Family Life:
Resides in Virginia with his wife and two daughters.

Joined 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.

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Education:
B.S. in Finance from Colorado Technical University
Certified Contact Center Manager

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Life before Envestnet MoneyGuide:
Jessica worked with Edward Jones and Wells Fargo supporting advisors and their clients.

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Family Life:
Resides in Virginia with her three children and dog, Tillman.

Joined 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.

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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.

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Family Life:
Kelly loves to cook and spend time with her husband, two daughters and two dogs.

Joined 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.

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Education:
B.S. in Marketing Management from Virginia Tech

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Life before Envestnet MoneyGuide:
Matt spent five years as a Financial Services Advisor at a regional bank.

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Family Life:
He resides in Powhatan County, Virginia with his wife and three children, and coaches his son's baseball team.

Joined the Envestnet MoneyGuide family in: 2021

Experience:

Rose Palazzo is Group President of Financial Planning 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.

Joined 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.

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Education:
B.S. in Computer Science from the University of Richmond

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Family Life:
Resides in Virginia with his wife and their three children and four dogs.