Emily Purdon

Senior Director of XY Tax Solutions at XY Planning Network - Bozeman, MT, US

Emily Purdon's Colleagues at XY Planning Network
David Guthmiller

Lead Bookkeeping Specialist

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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

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Audrey Moss

Brand Designer

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Ira Slingsby

Compliance Specialist

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Emily Purdon'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
Emily Purdon's Company Details
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.

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Frequently Asked Questions about Emily Purdon
Emily Purdon currently works for XY Planning Network.
Emily Purdon's role at XY Planning Network is Senior Director of XY Tax Solutions.
Emily Purdon's email address is ***@xyplanningnetwork.com. To view Emily Purdon's full email address, please signup to ConnectPlex.
Emily Purdon works in the Financial Services industry.
Emily Purdon's colleagues at XY Planning Network are David Guthmiller, Hilary Fetter, Dan Ritter, Pearl M., Sara Williams, Audrey Moss, Ira Slingsby and others.
Emily Purdon's phone number is N/A
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