Katie DeMars

Marketing Systems Administrator at XY Planning Network - Bozeman, MT, US

Katie DeMars's Colleagues at XY Planning Network
Danelle Kruszka

Tax Intern

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Trejon Talton

Operations Associate

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Sthephany Coutinho

XYTS Operations Intern

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Brijesh Mishra

Intern

Contact Brijesh Mishra

Abdulkayum Shaikh

Xyz

Contact Abdulkayum Shaikh

Sonu Prajapat

Data Entry Operator

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Roy Mathews

Accountant

Contact Roy Mathews

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Katie DeMars's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Company
XY Planning Network
Katie DeMars'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 DeMars
Katie DeMars currently works for XY Planning Network.
Katie DeMars's role at XY Planning Network is Marketing Systems Administrator.
Katie DeMars's email address is ***@xyplanningnetwork.com. To view Katie DeMars's full email address, please signup to ConnectPlex.
Katie DeMars works in the Financial Services industry.
Katie DeMars's colleagues at XY Planning Network are Danelle Kruszka, Trejon Talton, Sthephany Coutinho, Brijesh Mishra, Abdulkayum Shaikh, Sonu Prajapat, Roy Mathews and others.
Katie DeMars's phone number is ["(952) 807-3855"]
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