Other than feeling old…it fills me with awe. Reaching 25 years is no small feat, especially in fintech. We’ve beaten the odds – and that speaks volumes about the incredible teamwork it’s taken to overcome challenges at every stage. From the early startup days of pitching ideas and raising funds, to navigating growth and ultimately becoming a market leader – it’s taken all kinds of people, personalities, and skills to get here. That’s pretty amazing to reflect on.
I get to create something that people actually see and use. At any given moment, hundreds of advisors and clients are interacting with something I’ve helped bring to life. That’s a pretty great feeling.
It all started in a men’s room in 2001 – seriously. I was working at a large financial services company when eMoney came in to pitch their software. They were looking for their first big client. While my company didn’t bite, I was instantly sold on the vision: live planning, constant updates, internet-friendly tools – everything that felt ahead of its time.
I also happened to recognize one of the eMoney presenters from a previous job – someone I only knew from phone calls. After the pitch, I did what any enthusiastic young CFP would do: I followed them into the men’s room and introduced myself. I asked if they needed someone like me. The answer was yes – but they needed more funding first. A few months later, I got the call and officially joined eMoney. The rest, as they say, is history.
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