OptifyInsights
Built from the RIA side of the table.
Optify Insights combines financial expertise, firsthand wealth management experience, and cross-functional execution for independent RIAs.
Consulting should make the work easier.
“I have been in the RIA seat—getting pitched consultant after consultant while still needing the work to move.”
Optify Insights is designed to be easy to partner with: direct access, transparent communication, clear ownership, and a shared focus on measurable value rather than billable hours.
The recommendations are grounded in financial judgment and the practical realities of operating an RIA. The same person helping define the work is responsible for helping execute it.
Financial judgment meets hands-on execution.
I am an operations leader with more than eight years of experience in wealth management. I specialize in systematizing operations, integrating technology, and building data ecosystems to solve ambiguous business problems.
My experience spans client advisory, operations, technology, data, and executive leadership inside an RIA. That includes enterprise data systems, integrated technology stacks, AI-enabled workflows, and CRM migrations.
As a CFA charterholder, I pair technical fluency with financial and fiduciary context. I am especially interested in how data and AI can improve the way businesses operate and the experiences they create for clients and teams.
Denver is home.
I am probably skiing, golfing, or playing soccer—and convincing myself that “I still got it.”
I grew up in Kansas City, but Denver is home now, where I get to spend time with my wife, Mia, our son, Brooks, and our dog, Louie.