Bootstrapped AdvizorPro from inception to growth.
Founder and operator
Product. AI. Data. Technology.
Co-founder of AdvizorPro and PlanPro. Former product and technology leader across eVestment, Wela, Apptega, and SecurEnds. I build and scale data-rich software across bootstrapped, VC-backed, and PE-backed businesses.
Results that matter
Consistent growth while staying close to customers.
Helped eVestment scale before its Nasdaq acquisition.
Scaled a financial advisor platform user base.
AWS-backed platform built for reliability.
Operating Context
Different capital models. Different growth paths.
I have worked across bootstrapped, venture-backed, and private-equity-backed businesses. Each one forces different tradeoffs around speed, margin, roadmap, hiring, reporting, risk, and customer commitments.
Bootstrapped
Built with customer revenue, disciplined prioritization, direct market feedback, and very little room for waste.
VC-backed
Operated in environments where speed, product-market proof, hiring, and scalable growth systems matter.
PE-backed
Worked inside operating models where repeatability, reporting, margin, integration, and execution discipline shape the path.
Boards and diligence
Presented to boards, participated in board meetings, and supported diligence from both sides of the table.
Founder Story
From messy data to market-leading software.
AdvizorPro began with fragmented advisor and market data and a clear customer need. We built trusted workflows, scaled product and platform, and created a system customers use every day to make decisions.
Read the briefWhat I Do
- Product StrategyTurn market complexity into focused strategy, roadmaps, and customer value.
- AI and Data SystemsBuild trusted data foundations and applied AI around real workflows.
- Technology LeadershipLead engineering, architecture, cloud, and operating cadence at scale.
Market Presence
Close to the ecosystem that shapes the market.
I stay close to advisors, asset managers, data providers, sales teams, and enterprise buyers so product decisions are grounded in how the industry actually moves.
View media and appearancesIdeas
Points of view on product, data, AI, and company building.
Practical briefs drawn from years of building enterprise software, data products, and customer-facing platforms.
Why clean data matters more than AI models in wealth-tech
A practical look at why model quality depends on the discipline, lineage, and operational reality of the data underneath it.
Read articleThe hidden complexity of advisor movement data
Advisor transitions look simple from the outside. The real product challenge is turning fragmented signals into trusted intelligence.
Read articleFrom spreadsheet to SaaS platform
How early workflows, customer feedback, and data infrastructure can become the foundation for a durable enterprise product.
Read articleMedia
Quoted where wealth-tech decisions are being discussed.
Coverage and commentary in industry publications on advisor movement, RIA growth, ETF distribution, AI adoption, recruiting, and product leadership.
Recent Coverage
WealthManagement.com, Financial Planning, FA Magazine, The Daily Upside.
- Is This the Start of a Financial Advisor Retirement Boom? WealthManagement.com
- AdvizorPro: More Advisors Left the Industry Than Joined in 2025 WealthManagement.com
- Why RIA Valuations Are Climbing and How Tech-Driven Firms Are Winning the M&A Race Advisorpedia
Contact
For product, data, AI, growth, or board-level conversations.
Reach out for thoughtful conversations around wealth-tech strategy, AI execution, data products, enterprise SaaS, or founder/operator work.