When acclimating to a new tool, having an expert guide can make all the difference.
Think of it like exploring a historic city: while wandering on your own can be enjoyable, a knowledgeable tour guide will lead you to hidden gems and ensure you navigate seamlessly. With their insights, you’ll uncover the best destinations and avoid the confusion of getting lost.
I first discovered Addepar while at Goldman Sachs. Just weeks later, I was interviewing at Addepar—and soon after, began my fintech career. During my time there, I helped establish Addepar Academy, built the partners’ training program, and launched a custom training track, laying the foundation for scalable client enablement. Since then, I’ve designed and led training and adoption programs across multiple fast-growth technology companies.
But I’ve always returned to my favorite technology: Addepar. Guiding teams through its adoption brings me joy, especially when I see processes that once took weeks reduced to instant execution.
In 2023, I joined a breakaway RIA as Vice President of Technology and Product Development. My work embedded Addepar at the core of the firm’s operations, integrated Wealthbox and other systems, and aligned teams around transparency and automation. By the close of the engagement in 2025, the firm was valued at $13 billion.
Obsessed with clarity and efficiency, I focus on simplifying the complex. My goal is always to build durable processes, automate wherever possible, and empower teams so effectively that I work myself out of a job.
Check out what others have said about working with me at my past 8-5’s.
A proven track record with measurable ROI
Live and asynchronous learning designed for busy teams
Documentation systems that make knowledge accessible
Change management that keeps adoption growing
Strategic enablement that goes beyond training
You set the destination, I’ll map the route, clear the roadblocks, and get your team there with confidence.
Every wealth manager’s journey is unique. Whether you’re using Addepar for the first time or your team is still learning how to use it effectively, I can help you identify the most efficient path forward. Together, we’ll build the skills, documentation, and processes you need to navigate growth with clarity.
1:1
Training Available
10+
Workshops Available
Custom
Enablement Programs
Strategize & Succeed
I am comfortable with individuals or large groups. Let’s identify what you really need and then make a plan to get you there together.
There can be lots of differnt tour types. So here are the 3 different level of engagement that I most often see.
Personal Support
If you are managing the Addepar implemention then you are normally the owner of the data. But once you start working with your team to adopt Addepar then you are in an entirely new skill set.
I can mentor you on your learning or help you set up your own training plan for your teams. Whatever you need to help you and your team get there.
Training and Enablement
I don’t really do classical training anymore. A trainer going on and on doesn’t really work for anyone learning new technology.
Most adults learn by doing, so I create plenty of time to solve real life challenges hands on. This style lets everyone build muscle memory and really suceed as they search through any tool we’re learning about.
Programs and Incentives
Change can be hard, but new tools or processes are often what keep us moving forward. We need incentives and true adoption to make it worth while.
This principal of change manamgnet is imperative when getting others to get on the same page as you. With me by your side we are able to plan how to implement new tools or change behaviors.
Why Choose Us?
You could use an enablement leader who transforms Addepar from a powerful but underused platform into a seamless part of your team’s daily flow.
My guidance gives your people the skills, confidence, and clarity to use Addepar for real results. You’ll see faster decisions, better workflows, and measurable adoption gains.
Client-Centric Focus
Collaborative Partnership
Ethical Standards
1500+
Users Trained on Addepar
10+
Years of Experience
30+
Projects Completed
4.85 / 5
Average Survey Score
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