We're on a mission to create financial stability and confidence for all.

Meet the team

No stress. No selling. No shame.

Through empathetic coaching and world-class technology, we help people find financial stability (their situation is good) and confidence (they feel good about it). And we don’t try to sell them anything along the way. After all, financial coaching shouldn’t be reserved for the wealthiest Americans. By partnering with employers as an employee benefit, YML is committed to making healthy money practices more accessible, equitable, and impactful for all.

Our values guide our team

Our company values impact all of our work—from operational decisions to our day-to-day relationships with our clients, partners, and one another.

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Lead with empathy

From our shame-free coaching to how we treat each other at work, we don’t judge others; we listen to them.

Embrace growth

We are continuously taking on new challenges, learning new skills, and expanding our capacity to thrive.

Support the team

We all deserve a dependable community at work, so we go the extra mile to help our teammates succeed.

Take care of yourself

Our success is bankrupt if we don’t succeed intact. We prioritize wellness for ourselves and our teammates. 

Meet the team

Phil Tallman

VP of Sales

Peter Dunn

CEO

Matt Lubbers

VP of Partnerships

Molly Fohrer

VP of Client Success

Doug Collins

VP of Product

Ben Battaglia

VP of Marketing

Alex Lewis

Senior Software Engineer

Angela Burden

Client Success Manager

Bailee Stevens

Client Success Manager

Ben Battaglia

VP of Marketing

Blake Leonard

Senior Manager, FP&A

Candace Luebbehusen

Sr. Demand Generation Manager

Chad Meadows

Senior Account Executive

Damian Dunn

Principal Financial Guide

David D'Apice

Software Engineer

Doug Collins

VP of Product

Edna Forero

Financial Guide

Ellie Margulis

Content Marketing Strategist

Forrest DePoy

Brand Marketing Manager

GiGi West

Client Success Manager

Jayne Larson

Financial Guide

Jeremy Carper

Account Executive

Josh Hurst

Head of Engineering

Justin Kribs

Financial Guide

Kelly Stultz

Account Executive

Kristen Ahlenius

Director of Education & Advice

Leah Stuckwisch

Client Success Manager

Matt Lubbers

VP of Partnerships

Molly Fohrer

VP of Client Success

Olivia Zerr

Director of Operations

Peter Dunn

CEO

Phil Tallman

VP of Sales

Stacy Livingstone-Hoyte

Senior Financial Guide

Stephen Blackburn

Sr. Account Executive

Steven Gay

Financial Guide

Built on 20+ years of financial coaching and education

Your Money Line was founded by Peter Dunn, affectionately known as Pete the Planner®. In 2012, Pete traded in his investment practice to move full-time into helping people improve their financial wellness. Before long, Your Money Line was born as a benefit for employers to offer their teams.

Over the years, Pete has become an award-winning financial expert, a USA TODAY columnist, and has written 10 books. He also hosts the radio show and podcast "The Pete the Planner Show" and appears regularly on TV and nationally syndicated radio programs.