Who would be crazy enough to build a business revolving around technology, integrations and workflows within the Financial Planning and Investment Advisory space?!

Me.

Research shows that I have less than 59 seconds to tell you my story before your mouse becomes click happy. So here it goes…

I am an Operations Strategy nerd. My passion is uncovering business solutions by marrying technology with best practice initiatives. It all started (way before Al Gore invented the internet), when I began working within a RIA firm that was hungry to do everything first. One of the first adopters of a cloud-based CRM, first to report performance to clients in an effort of promoting transparency, first to proudly market their responsibilities as a fiduciary.

Being first means you pave the way to success – but not without learning, adapting, faltering & teaching.

For the next 9 years I worked with an amazing Operations team to create a propriety tech platform to support a now billion-dollar RIA firm.

If you build it, they will come. And they did.

I craved more, at a bigger scale. I wanted to reach even more advisors & planners to help them achieve their growth potential while leveraging technology efficiencies along the way.

Since then I have worked with Investment Advisory firms, Financial Planning firms, industry leading tech companies, Custodians & consultants from around the US which has given me the experience to make a difference in the world of Operations.

Information about technology, integrations and workflows is abundant & free online – applying the info to your business creates growth & value.

What tech do we know and how do we help?

Happy clicking!