Financial Advisor looking to make it easier for people in our industry to help clients. I've developed an automated way of managing money managers to give advisors the chance to manage over 3000 money managers in an efficient and automated way based on a client's preference. My goal is to better serve both advisors and clients with the use of technology, that way people will realize their goals. Ultimately I would like to continue to automate processes through the use of excel to serve more clients with the utmost integrity and best knowledge I can put forth.

Any help will get me closer to that goal continuing to perfect my craft.

I appreciate that websites like these exist to help people make this world a better place.

-Eddie