A dynamic, innovative, and unconventional executive in the financial technology and financial services spaces. Specific expertise in leveraging technology and alternative distribution models to modernize aging advice solutions, accelerating growth for mid-large sized wealth management firms, and elevating the quality of advice.

Industry thought leader and keynote speaker on digital wealth management, financial planning, and exponential technologies. Proven history of driving three digit growth rates year over year while improving culture and creating unity across the organization. 

Skillful C-level negotiator with extensive F500 experience. Domain knowledge includes wealth management distribution, SAAS businesses, asset management, RIA and broker/dealer management, financial planning, packaged investment products, and artificial intelligence.