Servant leader and executive advisor with 20+ years of experience in fintech, product strategy, and management consulting. Trained to work across the full product management continuum, I bring a disciplined yet flexible approach to building and scaling solutions across the wealth management value chain—from investment platforms to advisor experiences and client engagement.

I’ve led initiatives that connect strategy to execution, enable exception-based workflows, and drive scalable innovation. Today, my consulting practice focuses on helping fintechs and institutions design intelligent platforms and ecosystems that bring together advisors, investors, and philanthropists.

In addition to consulting, I serve as an advisory board member and operator, supporting leadership teams as they grow, adapt, and execute