What I Offer
Independent RIA owners wear a lot of hats. I take the information systems work off your plate so you can focus on serving your clients — instead of wrestling with your tech stack.
The Approach
Before I design anything, I dive deep to understand how you run your firm — your philosophy, your rhythm, your language. The systems design is shaped entirely around your way of serving clients, not a template.
There's a version of this work where someone builds you a system and walks away. That's not what I do. I will help you adapt and refine your systems as your firm grows and technology changes.
What if you're a brand new shop and don't quite have the full vision yet? That's fine too. I can build basic, scalable processes that are flexible enough to transform as your vision sharpens.
Let's CollaborateConnect your tools so they work together seamlessly —
saving time, reducing manual data entry, and eliminating the errors that come from managing disconnected systems.
Build or customize your CRM to reflect how your firm actually works —
so client data is clean, accessible, and useful — not just a repository of random facts.
Design repeatable processes for every stage of the client journey —
so nothing falls through the cracks, every client gets a consistent experience, and your team knows exactly what to do next.
Automate the repetitive, rules-based work in your back office —
freeing your team to spend time on high-value tasks instead of data entry, follow-ups, and manual reminders.
Turn how you serve your clients into clear, step-by-step documents —
so procedures are crystal-clear and live in your systems rather than people's heads — allowing your junior advisors to level up quickly.
Build structured resources your team can learn from independently —
reducing onboarding time, improving staff consistency, and allowing for cross-coverage of roles.
Branded, fully custom forms for client and prospect data collection —
designed in your firm's exact colors and style and embedded directly on your website, creating a cohesive client experience while improving your SEO.
A scored review of your website and online presence — including social media channels, directory listings, and search visibility —
delivered as a formatted report with specific, prioritized recommendations across branding, content, user experience, compliance, integrations, and SEO.
Tools & Applications