Bio: CEO @ Skool

Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Bio: ✍️ Writer ~ AdvisorTechBook.com / Oura Ring enthusiast

Bio: Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.

Bio: Chief Marketing Officer