Bio: Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!
Bio: I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.
Bio: I help clients make smart, values-aligned choices. Proud catholic, husband, and father. Croatian by blood, Swedish by birth, American by choice! 🗽
Bio: Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!
Bio: I am a Financial Planning Resident with Retirement Income Strategies. I love golf, fishing, hunting and hanging out with my buddies on the weekend.
Bio: I'm an Operations Manager for an RIA. We're building processes from the ground up so I'm always looking for tips and techniques to make improvements!