Media

Appearances and the public record.

Podcasts, press, and the profiles you can check without taking my word for any of it.

Podcast appearances, press, and the public record. If you are a producer or a journalist, the speaking page has topics, a biography you can cut, and a headshot.

Podcasts and video

Appearances

Video · Achieve Podcast

AI adoption in wealth management →

A long-form conversation on where artificial intelligence is genuinely useful inside an advisory firm, and where it is being oversold.

Podcast · THOR Financial Technologies

AI for RIA portfolio management →

How independent firms can use analytics and automation in portfolio operations without giving up judgement.

Podcast · The Resilient Advisor

Building a resilient practice →

On technology, leadership, and what actually makes an advisory firm durable. Available on Amazon Music and other podcast platforms.

Podcast · WealthStack

The adviser technology stack →

The stack behind a modern independent firm: platform, analytics, and where the seams between systems actually cost you.

The public record

Profiles you can verify independently

SEC · IAPD

Registration record →

CRD number 5159325. The official registration record, maintained by regulators rather than by me.

Professional profile →

Career history and current roles.

Crunchbase

Screen appearance →

An on-camera appearance discussing innovation in financial services.

U.S. News

Adviser profile →

Professional background and credentials.

Recognition

Ratings and their criteria →

Third-party recognitions, described with who publishes them and what they measure.

On the third-party ratings. Any listing or award mentioned on this site is described on the recognition page together with its publisher, its criteria, and the period it covers. A rating is not evidence of skill and is not a guarantee of any outcome.