I enjoy working with clients to distill strategic opportunities and design unique and executable solutions to create organizational success. Optimizing technology and digital platforms, talent strategies, and processes within wealth management firms are my highest and best use. In my more than 25+ years of working at the intersection of fintech and wealth management, I have aligned myself with leading and highly respected organizations to learn all facets of the wealth management space. My background at both boutique and international consulting firms, leading technology providers, the dominant custodian to independent RIAs, and one of the largest and most esteemed independent RIAs in the country allow me to bring practical and forward-thinking solutions to my clients.