I Know Things.And I Build Things.
The Things I've Built
Consulting Things
I can predict your future with my Crystal Ball planning software and can equip you with the tools you need to conquer any potential challenge. With solutions for any size firm, why not add a Wizard to your team?
Learn more →🪙Job Things
Advisory Firms can post jobs and browse candidates who are all on the advisor path. Advisors can research their dream firms in our database of every RIA firm in the country and vote for their favorites!
Learn more →📡JD Knows Things
On my live Youtube show, JD Knows Things, we have unstructured conversations that hopefully leave you knowing more things! Also, join our 'Roll For Wealth' Discord Server, where advisors game together.
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Trust Things
As Licensed Professional Fiduciary in California, I can act as an independent trustee for your clients' trusts. I have no conflicts and don't manage assets. I also offer continuity services for small RIA firms without a succession plan.
Learn more →The Resume Behind the Wizard's Robe
16+ years
RIA President
$4B+
AUM
CPA, PFS
Licensed Fiduciary