Katie Brewer

Founding Member at XY Planning Network - Bozeman, MT, US

Katie Brewer's Colleagues at XY Planning Network
Patrick Noel

Compliance Consultant

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Ryan Unroe

Web Designer

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Jocelyn Rucker

Bookkeeping Specialist

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Kasia Kulbacka

COO/Integrator

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Jason Brown

Senior Tax Manager

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Joseph Timmer

Principal Software Engineer

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Daniel Keslin

Director

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Katie Brewer's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Dallas/Fort Worth Area
Company
XY Planning Network
Katie Brewer'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.

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 Katie Brewer
Katie Brewer currently works for XY Planning Network.
Katie Brewer's role at XY Planning Network is Founding Member.
Katie Brewer's email address is ***@xyplanningnetwork.com. To view Katie Brewer's full email address, please signup to ConnectPlex.
Katie Brewer works in the Financial Services industry.
Katie Brewer's colleagues at XY Planning Network are Patrick Noel, Ryan Unroe, Jocelyn Rucker, Kasia Kulbacka, Jason Brown, Joseph Timmer, Daniel Keslin and others.
Katie Brewer's phone number is N/A
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