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

Outsourced Associate Advisor for Your Firm

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

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

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.

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