AI consulting for independent financial advisory firms.
I help teams at wealth management and financial advisory firms in Colorado get hands-on AI skills. You get a capable team and a clear path forward.
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I'm Kenny. I've spent 12 years building software — from city government systems to enterprise applications to developer ecosystems. Based in Fort Collins, Colorado.
For the last two years I've been building with AI every single day, and figuring out how it can automate tedious grunt work to help people do more human work is my current obsession.
Outside work, I'm usually hiking the Rockies, reading, or with my family.
Services
What your team needs determines where we start.
Training
Hands-on workshops and team sessions where your people learn to use AI for real work. From a one-hour intro to a multi-week program — scaled to where your team is today.
Strategy & Discovery
I evaluate your workflows, identify the highest-impact opportunities for AI, and deliver a prioritized roadmap your team can act on.
Implementation
I design, build, and deploy AI automations and workflows tailored to your operations.
Ongoing Advisory
I keep your AI workflows current, roll out new tools, and coach your team as the technology evolves.
Let's talk
Tell me what your team is working on. I'll tell you honestly whether I can help.
Book a Free Intro Call