Affiance Financial
FinTech Guru | Wealth Mgt Exec
Advent Software
Director, Channel Management Programs
F2 Strategy
Senior Manager, Head of Research
AdvisorNet Financial
Managing Director - Wealth Management (Independent RIA)
Morningstar
Wealth Management Advisory Board
Orion Advisor Services
Advisory Board Member (OAB)
Summit Wealth Systems
Director of Services
IBM With Watson
Advisory Board Member - Wealth Management
Hamline University
University of Wisconsin-Madison
