We transform financial firms through technology and people.

The Squad.

Experience beyond tech.

Meet our leadership.

Our team is dedicated to building technology for the human advisor.

Aaron Brodt

CIMA® • CEO, Founder

Pat Foley

CLU®, ChFC® • COO

David Hatfield

CTO

Jolen Garcia

CCO

Tim Feehan

Director of Business Development

William Cerynik

Director of PR and Communications

Tony Avalos

Director of Corporate Risk Management and Finance

Claudiu Barbos

Director of Investments and Trading

Kevin Kading

Controller

Our take on what a wealth management platform should be.

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