The Blueleaf Team

  • Billy Catherall

    Director Engineering

    Billy is an IT leader with more than 20 years experience managing and running engineering teams. He has worked in various industries including Education, Finance, Recycling, and Technology. With Blueleaf he oversees the technology direction, development, and infrastructure.

  • Kevin Flynn

    Sales Lead

    Kevin has been working in sales and marketing for nearly thirty years. His accomplishments include successful non-profit ventures, development of sales processes for start up firms and entrepreneurial projects, and numerous published articles on topics about internet marketing and content development.

  • Vanessa Marshall

    Manager Customer Service

    Vanessa brings her empathy and problem solving skills to our team at Blueleaf. With a career spanning hospitality, office administration, and retail, she’s found her passion and home in support. A helper at heart, Vanessa wants our customers to feel confident in using Blueleaf while providing a positive support experience. When not working, she enjoys rock climbing, hiking, and eating her way around the world.

  • John Prendergast

    Director and CEO

    John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

  • Justin Shepard

    Customer Success Lead

    Justin has a unique background in financial services with experience as a financial advisor and working with sell side asset management firms. Before coming to Blueleaf, Justin worked with a data provider helping advisors and asset management firms aggregate account information.

  • Tony Wesley


    Tony started his work life as a CPA at an international firm. He has led the financial function at a number of private-equity supported companies — ranging from vintage perfumes to flexible packaging. He supports the team at Blueleaf with strategic analysis and financial discipline.

  • Colleen Wilson

    Vice President Product

    Colleen is a product executive who combines her years of fintech and wealth management experience with her passion for customer-driven product development to lead Blueleaf’s product team. Previously, Colleen led product, strategy, insights and product marketing teams at Edward Jones, Square, and various startups.

Get started with Blueleaf for free today

Get Started for free today

Blueleaf is free forever for advisors with five or fewer clients in the system.