Shelley Laakso

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

Shelley Laakso's Colleagues at XY Planning Network
Kaitlin Angel

Tax Specialist

Contact Kaitlin Angel

Becca Huyard

Lead Accountant Specialist

Contact Becca Huyard

Nicole McCown

Director of Tax

Contact Nicole McCown

Andrew Lippert

Tax Specialist

Contact Andrew Lippert

Brandon Moss

Director | Xy Investment Solutions

Contact Brandon Moss

Rahul Sharma

Account Relationship Manager

Contact Rahul Sharma

Alekhya Anitha

Senior HR Consultant

Contact Alekhya Anitha

View All Shelley Laakso's Colleagues
Shelley Laakso's Contact Details
Email (Verified)
***@xyplanningnetwork.com
Get Shelley Laakso's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Shelley Laakso's Mobile Number
HQ
N/A
Location
Bozeman, Montana, United States
Company
XY Planning Network
Shelley Laakso'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
Details about XY Planning Network
Frequently Asked Questions about Shelley Laakso
Shelley Laakso currently works for XY Planning Network.
Shelley Laakso's role at XY Planning Network is Finance Manager.
Shelley Laakso's email address is ***@xyplanningnetwork.com. To view Shelley Laakso's full email address, please signup to ConnectPlex.
Shelley Laakso works in the Financial Services industry.
Shelley Laakso's colleagues at XY Planning Network are Kaitlin Angel, Becca Huyard, Nicole McCown, Andrew Lippert, Brandon Moss, Rahul Sharma, Alekhya Anitha and others.
Shelley Laakso's phone number is N/A
See more information about Shelley Laakso