Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.
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Joined May 11, 2023
Windsor, Ontario
Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder
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Joined Dec 2, 2025
Jersey City, NJ
I am a partner/financial adviser at Triad Investment Management. Married with two sons, I enjoy swimming, biking and reading.
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Joined Nov 13, 2025
Newport Beach, California
skool.com/ria-os
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