CEO and Founder, UX Wealth Partners — the AI-native platform for independent RIAs. We combine portfolio management, trading, rebalancing, billing, compliance, and reporting into one integrated platform. Named one of America's Best TAMPs and WealthManagement.com "Ten to Watch."

Founder, riskDNA — behavioral risk intelligence, income planning, financial planning, and cloud native CRM that uses machine learning to match investors to strategies based on real data, not static questionnaires. Free for all independent advisors.

We help growth-minded advisors managing transform from a practice into an institution — with the technology, AI tools, and strategic partnership to get there.