NAPFA Fall 2025 National Conference Speaker

I'm qualified to speak on this because I live it. As a small fee-only firm owner and a dedicated 'tech nerd,' I've personally built and implemented no-code solutions to automate my practice and enhance client services, moving beyond theory into tangible results. My role as an adjunct professor in the University of Illinois' financial planning program also ensures I can explain these powerful tools and strategies clearly and practically, so fellow advisors can confidently apply them in their own firms.