30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

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Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Lead Coach at Simplicity Ops

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.