I am a fractional admin for financial advisors all over the country. I’ve done the job. I’m still doing the job. But due to some early mentorship and exposure, I quickly mastered my craft and helped my advisor clients to win. I can show your team what I know and transform your results too! “The new efficiencies and processes we implemented instantly made our team happier and freed up more time for revenue generating activities.” About Us
About Us
We’re more alike than you know.
Dave Gagnon
Admin - Madison, CT
Our Founders
Aligned and engaged
Katelyn K
Founder / CEO
Sere, Macky, and Tito
Fur Babies
