Cheryl Lewis

Account Specialist at XY Planning Network - Bozeman, MT, US

Cheryl Lewis's Colleagues at XY Planning Network
Ashley Hunter

Talent Development Manager

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Aimee Arnaud

Business Development Specialist

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Kelsey Wheatle

Relationship Manager

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Pam Hocevar

Director of Tax

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Tom Teasdale

Data Scientist

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Jordan Hutchison

Director Of Partnerships

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Stephanie Foster

Chief Administrative Officer

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Cheryl Lewis's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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Company
XY Planning Network
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XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Cheryl Lewis
Cheryl Lewis currently works for XY Planning Network.
Cheryl Lewis's role at XY Planning Network is Account Specialist.
Cheryl Lewis's email address is ***@xyplanningnetwork.com. To view Cheryl Lewis's full email address, please signup to ConnectPlex.
Cheryl Lewis works in the Financial Services industry.
Cheryl Lewis's colleagues at XY Planning Network are Ashley Hunter, Aimee Arnaud, Kelsey Wheatle, Pam Hocevar, Tom Teasdale, Jordan Hutchison, Stephanie Foster and others.
Cheryl Lewis's phone number is N/A
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