Thanks for checking out my website. A quick about me – from 2011-2015 I was an analyst who specialized in financial services (“fintech”) startups. In 2015 I left to co-found the Dream Forward 401(k).
What does Dream Forward do? We sell businesses a 401(k) plan with lower costs, no conflicts of interest, and easier administration. We’ve also built the first conversational artificial intelligence (A.I.) specifically for retirement. Our A.I. is included in our 401(k) plans, and helps keep employees on track for retirement.
You can find my contact information on this site, and don’t hesitate to give me a shout.