Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy

What are three words that describe how you do your job?

The words that reflect how my state of mind are grounded on my principles: Integrity, Responsibility and Empathy. The words that reflect my energy are: Curious, Optimistic and Gritty. 

What inspires you in your job?

We work in an industry that is hugely important to the well-being of people. I'm inspired by the potential we have to help positively shape the trajectory of people's lives. 

 What are you most passionate about in your role at F2 Strategy?

I view the world through a lens of possibilities, not problems. At its core, F2 represents possibility for our clients and the industry at large. I'm most excited to help transform possibility into transformation and innovation on behalf of consumers and advisors. There is much to get done!