Meet the team
United States, Costa Rica, Brazil, floating on a boat in the Mediterranean Sea, behind that tree: if there’s a good enough internet connection, one of our employees might be there.
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Stephen Chen
Founder & CEO
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Travis Bjorklund
Head of Product
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Connellan Coxwell
Head of Consumer
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Gerry Hollis
Director of Enterprise Sales
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Dave Robison
Head of Platform
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Danielle Jackson
Head of Strategic Partnerships & Finance
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Eric Takahashi
Chief Data Architect
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Al Chou
Lead Software Engineer
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Frank Nevers
Chief Information Security Officer
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Jenelle Martinez
Affiliate Relationship Manager
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Joe Goldwasser
Software Engineer
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Michael Bourke
Senior Engineer
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Nancy Gates
Head of Financial Experience and Education
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Randy Frutos
Front-End Developer
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Simon Rentzke
Software Engineer
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John Pick
Software Engineer, IT
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Robbie Herbert
Customer Service Representative
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Juan Ramirez
Front-End Engineering Lead
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Rae DeBruyne
Financial Planning QA Analyst
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Jean Allen
Financial Wellness Coach
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Mike Pappis
Customer Support Manager
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Raul Morales
Great Partnerships Software QA Manager
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Gabe Leon
Director of Infrastructure & Security
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Scott D'Antuono
Senior QA Engineer
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Amanda Erickson
Head of Growth Marketing
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Grant Stannard
Full Stack Engineer
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Grisselle Escoto
Head of People & Strategic Performance
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Sarah Busch
Financial Advisor Lead
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Frances Harrison
Financial Wellness Coach
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Syed Razvi
Senior Data Analyst
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Brie Black
Financial Advisor
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Ross Dugas
Financial Advisor
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Madeline McIvor
Certified Financial Planner
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Andy Barton
Concierge Sales Lead
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Abby Jordan
Strategic Account Director
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Jordan Gilberti
Certified Financial Planner
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Bob Wolfe
Certified Financial Planner
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Keenan Casey
Certified Financial Planner
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Ami Coulibaly
Executive Assistant
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Michael Kauffman
Financial Wellness Coach
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Jennifer Latimore
Financial Wellness Coach
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Debbie Perks
Financial Wellness Coach
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David Gipp
Financial Wellness Coach
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Elia Weg
Financial Wellness Coach
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Jason Levine
Financial Modeling Consultant
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Caroline Vuchetich
Talent & People Operations Partner
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Jason Nees
Financial Modeling Analyst
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Michael Byram
Chief Technology Officer
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Ed Williams
Lead Financial Advisor
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Jayson Nath
Senior Growth Product Manager
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Taylor Ludwig
AI Engineer
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Adam Wilkins
Certified Financial Planner
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Dennis Brawley
Certified Financial Planner
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Matt McCoy
Certified Financial Planner
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Charles McDonald
Financial Wellness Coach
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Julio Moran
Senior QA Engineer
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Pedro Cavalcanti Lago
Senior Mobile Engineer
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Victor Ribeiro de Mattos
Principal Data Engineer
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Matt Schoepflin
Email Marketing Manager
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Ryan Wimer
Video Specialist
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Gerry Tano
Principal Designer
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Scott Staton
Senior Content Strategist / Editorial Lead
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Alex Lambert
Head of Product Design
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Wesley Anemam da Costa
Front End Engineer
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Laura Bolzner
Concierge Specialist
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Mackenzie Dire
Services Operations Manager
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Bruce Lorenz
Financial Advisor
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Heath Hampton
Certified Financial Planner
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This could be you
See Open Roles