We're building the future of advice

Because advisors, and the clients they serve, deserve better. That belief is in every product we build and every relationship we keep.

2.5M+ plans created

We are on a mission to make personalized financial guidance available to all.

EXECUTIVE TEAM

Our leadership team

Our executive team has spent decades inside financial planning and technology companies — building, scaling, and knowing exactly where planning falls short and what to do about it. That hard-won credibility shapes how we decide, how we build and how we show up for the enterprises and advisors we serve.

Brad Joudrie

Chief Executive Officer

Ken Lotocki

Chief Product Officer

Karen Budell

Chief Marketing Officer

Rob Crnkovic

Chief Revenue Officer

Kristen Winther

Chief Operating Officer

Sean MacDonald

Chief Financial Officer

Philip Watts

Chief Legal Officer

Robert Pierson

Chief Technology Officer

Tony Bevan

Chief Development Officer

OUR HERITAGE

Conquering the next chapter of financial planning

Our founding team has done this before. Dr. Mark Evans built and sold the market-leading financial planning software in 2011. Then they watched the industry's technology stall, while the guidance people actually needed had to keep pace with life’s changes.

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When our team started Conquest, the founders didn't try to patch what came before. They designed something else entirely, and built AI into our architecture from day one: a verifiable financial advice engine built to scale.

Build what comes next with us