Selected Work
Products built to stay close to the craft — and to the customer.
Advisor Desktop
A fully functional wealth management advisor desktop — household views, portfolio analytics, AI workflows — built in one week by one product leader.
Client Onboarding
An LLM-driven conversational interview that replaces PDF intake forms with a 10-minute adaptive conversation — producing a structured financial profile, risk assessment, and draft IPS.
Two Bobs
A conversational tool that turns your expertise into installable AI skills — no code, no prompt engineering.
Decent Investing
A free, jargon-free guide to building a strong financial foundation — for people who want a plan, not a pitch.
Finance Skills
81 Claude Code skills covering investment management, compliance, trading, and advisory operations — open-source.
Skill Library
41 agent skills across strategy, leadership, writing, and negotiation — distilled from 109 books.
Penny
A family finance app where kids earn real compound interest on their allowance — the Bank of Mom & Dad.
Piggybank
A self-hosted virtual piggybank that teaches kids compound interest — your data, your server, no subscriptions.