Luminair
Strategy and execution platform focused on advice technology and operational design.
Role Focus
Advice-Tech Specialist / CTO
I help advice businesses design and run technology as a strategic capability. That means shaping the architecture, selecting and integrating systems, and building operating rhythms that support growth.
Technology Leadership Capabilities
- Advice-tech roadmap design tied to business model and team capacity.
- CRM and platform architecture across Fin365, Xplan, Adviser Logic, and adjacent tools.
- Workflow automation and handoff design to reduce rework and operational risk.
- Implementation governance: priorities, ownership, sequencing, and adoption plans.
Relevant Projects
Illuminvest
Client-facing wealth context informing how technology decisions support delivery.
Broader advisory and technology background, including leadership and implementation work.