Heather Walstad's Professional Contact Details

HQ
+1 678-462-9508
Location
Bozeman, Montana

Heather Walstad's Current Company Details

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 ...
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
financial services
finance

Heather Walstad's Work History and Education

XY Planning Network
Director of Finance
2019 - Present
Anderson ZurMuehlen
Shareholder
2005 - 2019 • 14 years

Frequently Asked Questions about Heather Walstad


What company does Heather Walstad work for?

Heather Walstad works for XY Planning Network.

What is Heather Walstad's role at XY Planning Network?

Heather Walstad's role at XY Planning Network is Managing Director of Finance.

What is Heather Walstad's email address?

Heather Walstad's email address is h**@xyplanningnetwork.com.

What is Heather Walstad's business email address?

Heather Walstad's business email address is h**@xyplanningnetwork.com.

What is Heather Walstad's HQ phone number?

Heather Walstad's HQ phone number is +1 678-462-9508.

What industry does Heather Walstad work in?

Heather Walstad works in the Financial Services industry.

Who are Heather Walstad's colleagues?

Heather Walstad's colleagues are Aimee Arnaud, Becca Huyard, Daniel Adams, Erika Madden and more.

Colleagues at XY Planning Network

Business Development Specialist
Lead Accountant Specialist
Director Of Accounting Services
Director of Member Communications
Lead Compliance Specialist

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