Kelsey Wheatle

Relationship Manager at XY Planning Network - Bozeman, MT, US

Kelsey Wheatle's Colleagues at XY Planning Network
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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Manju Raj

Talent Acquisition Manager

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Sam Nguyen

Senior Tax Manager

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Philip Naro

Senior Director of Business Development

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Kelsey Wheatle's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Madison, Alabama, United States
Company
XY Planning Network
Kelsey Wheatle'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 Kelsey Wheatle
Kelsey Wheatle currently works for XY Planning Network.
Kelsey Wheatle's role at XY Planning Network is Relationship Manager.
Kelsey Wheatle's email address is ***@xyplanningnetwork.com. To view Kelsey Wheatle's full email address, please signup to ConnectPlex.
Kelsey Wheatle works in the Financial Services industry.
Kelsey Wheatle's colleagues at XY Planning Network are Pam Hocevar, Tom Teasdale, Jordan Hutchison, Stephanie Foster, Manju Raj, Sam Nguyen, Philip Naro and others.
Kelsey Wheatle's phone number is N/A
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