Manager of Technology
Manager of Technology
I support our growth as our resident technologist. My priority is keeping our management team focused on our advisors’ goals, and our advisors focused on their clients’ goals. I do this by proactively remedying technical issues before they arise, solving issues as they pop-up, and also implementing points of innovation that the ever-changing technology landscape can provide. I have the special opportunity to work with each person at Integrated to tailor our technology offering to their specific needs.
Our success means that through my passion for technology, I am, on a daily basis, rewarded by the fact that I am able to help our advisors spend less time worrying about technology and more time enjoying it. Whether it is finding an issue before it becomes a problem, fixing a problem that has been plaguing them, or working together to integrate new technology into their practice, I get a thrill from each interaction I have with someone looking for my guidance and support.
My professional background has always included technology at the forefront of my life. I have 15+ years of corporate IT experience, all of which have been in the financial services industry. The financial space presents IT with many challenges. Not only does the work need to be highly reliable, since at times it is client-facing, but the regulatory environment compels IT to operate a bit differently than the average IT group. Due to my past IT leadership roles, I am uniquely suited to guide our company through all the technology successes and hurdles that we are faced within the course of doing business.
Rounding out my life finds me spending most of my time with my wife – and high school sweetheart – raising our two young daughters. When I am not enjoying time with my family and friends, you can find me tinkering around the house, or doing what is genuinely one of my favorite hobbies… yardwork. Technology does find its way into each IT person’s personal life… for me it is making my home as “smart” and technology-aware as it can be. I am a board member for multiple non-profit organizations in my community, and I donate many volunteer hours giving back to my home town.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
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