About me

Hi,

I worked in the wealth management industry for 5 years developing strategies for various planning situations. I focused a lot on the planning software and how advisors can utilize the platform to illustrate what they were trying to convey to their clients. Through planning I gained a lot of useful financial industry insights and would like to work to make it a more user-friendly place. You often see flashy commercials for financial institutions throwing all their weight behind their brand. Brand recognition will get people in the door, but once they're there I would like to make sure the experience keeps them there.