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Meet our leadership team

We are built from some of the top minds in growing wealth management firms in the modern era.

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Kyle Van Pelt CEO & Cofounder
Team Members
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Jud Mackrill CMO & Cofounder
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Kim Mackrill President & Cofounder
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Scott Klaassen Managing Director
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Kailash Duraiswami VP of Engineering
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Jennica Fernen VP of Design
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Jessica Perez VP of Growth & Biz dev
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Ashley Long Director of Client Success
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Nico Zarris Director of Product
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Colby Tallafuss Biz Dev Consultant
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