Advisor Data Foundation and Experiences

Senior Product Owner at Thrivent leading backend data products that deliver custodian and vendor data through scalable domain APIs to advisor-facing teams. I define API strategy, data models, and reliability standards while translating infrastructure decisions into measurable outcomes across compliance, compensation accuracy, and advisor productivity. I partner closely with engineering to build secure, observable systems and enable downstream teams with documentation, integrations, and onboarding support. Drawing on prior advisor experience, I also design intuitive tools and workflows that reduce friction, improve audit readiness, and accelerate time-to-value.

Advisor Dashboard: Client View

Important client relational events and context pulled in from CRM and other LLM tools.

Wealth Management Suite

Pull in data from multiple custodians. Highlight important metrics, as well as present opportunities for sales and reblance opportunities.

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Signal Point Capital