I am a financial services professional with over 30 years of experience leading and growing wealth management firms.  I have expertise in building the foundation and infrastructure needed to create, run, and support a successful Registered Investment Advisor and/or Broker Dealer.  I believe advisors can use their tools and technology more efficiently and effectively to differentiate themselves from their competitors.  This allows the advisor office to grow and scale their business profitably, create a better environment for their staff and deliver world-class services to their clients.  I am passionate about using my knowledge and skills to help advisors create this experience by working with them to use their tools to streamline the process for serving their clients.