Founder and CEO
As the founder and CEO of Wealthtender, I'm proud of our growing impact in helping 50,000 Americans each month make smarter money management choices.
Wealthtender operates the leading find-an-advisor directory and online reviews website in the US, designed with a compliance-first approach to bolster trust among consumers, advisors, compliance professionals and regulators.
Over 600 financial advisors and wealth management firms partner with Wealthtender to convert more prospects into clients with digital marketing benefits that strengthen SEO (Search Engine Optimization) and AEO (Answer Engine Optimization), increase their visibility in zero-click searches, generate leads aligned with their ICP (Ideal Client Profile), and collect online reviews with the industry's first testimonial marketing platform designed for SEC/FINRA compliance.
Whether my laptop is open or closed, you're likely to find me on a patio near downtown Austin enjoying the Texas sunshine.