💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.

Founder, Atlas Park Consulting: A Business Coaching & Fractional COO Agency. We transform operational challenges into 7-figure growth for our clients.

I am the Chief Evangelist for Zocks.io, a keynote speaker, and author of 3 books for advisors.

We're fun, we work as a team - the firm owns everything from clients to paperclips. We are a boutique firm which limits the number of clients.

Advyzon Consulting & Implementation | RIA Process Specialist | Your behind-the-scenes systems guy—simplifying operations one workflow at a time.

Outsourced Associate Advisor for Your Firm

COO at Sims Investment Management

Kelly Fitzpatrick drives product strategy and development at Advyzon, blending product expertise with advisor insight.

Filling in the gaps, implementing improved procedures, and enhancing client service models for financial professionals

VP, Client Success at Advyzon

Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!

Marketing Director at Jump.ai

Product Manager at Jump

FinTech