Alan Moore, MS, CFP®
Alan Moore, MS, CFP® is a co-founder of FA Bean Counters. He is the co-founder of the XY Planning Network and is president of Serenity Financial Consulting, a fee-only RIA and location independent financial planning firm. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.
Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015″. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times.
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.3 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
Hayley earned a bachelor's degree in accounting from Montana State University. Prior to joining the Bean Team, she worked for a public accounting firm where she was responsible for payroll, bookkeeping, and tax returns.
Originally from California, Hayley now lives in Bozeman, MT. When she is not working, you can find her in the mountains hiking, running, and hunting.
Rhonda Moore (Bookkeeper) is a Certified ProAdvisor for QuickBooks Online with an associate’s degree in accounting and more than 20 years of experience. She opened her own practice to serve young financial firm owners, because even small operations deserve good bookkeeping to see where their business has been and where it’s going.
When she’s not helping planners and advisors keep better books, Rhonda spends her time in Georgia with her husband, their 12 hens, and her dog, Biscuit.
Lori Harvey is a Certified ProAdvisor for QuickBooks, a member of the American Institute of Professional Bookkeepers and has a Certification in Bookkeeping & Accounting.
Lori resides in Livingston, Montana and spends her free time camping, floating the Yellowstone River, reading a good book, cross country skiing and playing with her dog, Willie.