About Me

I didn’t build this system in theory — I built it in the trenches.
After 25 years in accounting, finance, and systems design, I got tired of watching bookkeepers and tax pros juggle five tools to do one job.

So I created AIS CRM™, a marketing and automation system built for our world — where client deadlines, follow-ups, and reports never stop.

I’m not here to sell software.
I’m here to give financial professionals a smarter way to run their firms — with one system that captures leads, follows up automatically, and keeps every client touchpoint organized.

Streamlined by AI. Powered by Insight.
That’s not a slogan — that’s how I built this business.