The Ultimate RIA Platform
George has more than 25 years of financial technology and operations experience.
Deanna's experience in business operations leadership spans 20+ years.
Rob has been developing technology solutions for more than 25 years.
Jason is a 20-year veteran in the investment industry and the Senior Portfolio Manager at Premise Capital, LLC, an investment advisory and asset management firm.
Scott is the Exexutive Chairman of the Sentinus family of companies, a planning and advisory service for high net worth clients and their families.
Phil has over 25 years of experience in financial services and is the CEO of Sentinus, LLC, an investment advisory firm.