David Guthmiller

Lead Bookkeeping Specialist at XY Planning Network - Bozeman, MT, US

David Guthmiller's Colleagues at XY Planning Network

Hilary Fetter

VP, Sales and Marketing

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Dan Ritter

Senior Manager of XYTS

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Pearl M.

People Operations Manager

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Sara Williams

Operational Specialist at XY Tax Solutions

Contact Sara Williams

Ira Slingsby

Compliance Specialist

Contact Ira Slingsby

BB Webb

Sales Coach

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David Guthmiller's Contact Details

Email (Verified)
***@xyplanningnetwork.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Bozeman, Montana, United States

Company
XY Planning Network

David Guthmiller's Company 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

Details about XY Planning Network

Frequently Asked Questions about David Guthmiller

David Guthmiller currently works for XY Planning Network.

David Guthmiller's role at XY Planning Network is Lead Bookkeeping Specialist.

David Guthmiller's email address is ***@xyplanningnetwork.com. To view David Guthmiller's full email address, please signup to ConnectPlex.

David Guthmiller works in the Financial Services industry.

David Guthmiller's colleagues at XY Planning Network are Hilary Fetter, Dan Ritter, Pearl M., Sara Williams, Audrey Moss, Ira Slingsby, BB Webb and others.

David Guthmiller's phone number is N/A