Patty Carr

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

Patty Carr's Colleagues at XY Planning Network
Kelsey Rich

Senior Compliance Specialist

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Kim Wolff

Content and Curriculum Manager

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Jocelyn Tillisch

compliance specialist

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Tess Hollister

People & Culture: Team Engagement Specialist

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Whitney Mitchell

email marketing specialist

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John Scotto

Office Manager

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Terria Heng

Compliance Consultant

Contact Terria Heng

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***@xyplanningnetwork.com
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(XXX) XXX-XXXX
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Company
XY Planning Network
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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 Patty Carr
Patty Carr currently works for XY Planning Network.
Patty Carr's role at XY Planning Network is Lead Account Specialist.
Patty Carr's email address is ***@xyplanningnetwork.com. To view Patty Carr's full email address, please signup to ConnectPlex.
Patty Carr works in the Financial Services industry.
Patty Carr's colleagues at XY Planning Network are Kelsey Rich, Kim Wolff, Jocelyn Tillisch, Tess Hollister, Whitney Mitchell, John Scotto, Terria Heng and others.
Patty Carr's phone number is N/A
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