Most of my clients have been in the startup or editorial space and they include MTV News, The Hollywood Reporter, Time Magazine, Scholastic, Luxe Interiors and Design, and more. Currently working fulltime for Swyfft Insurance. But always open to collaborating on interesting projects. The Secret Life of Pets.

Investing in the Future of FinTech. FSV supports bold pioneers tackling challenges at the intersection of finance and technology.

JP Nicols is a top-rated keynote speaker and an internationally renowned advisor on innovation, strategy and leadership. Success is a Poor Teacher. Bill Gates has said Success is a lousy teacher. The sweet afterglow of success has a way of redefining as .

Advancing Knowledge in Financial Planning. Financial planning knowledge to help you better serve your clients. Practice management ideas you can implement yourself. We also have a few .

Passionate about finance and technology. Steve was also an influencer in the technology side of the industry. In 1995, while developing what became Convergent, Steve founded CMS Reporting; now known as Fortigent, LLC, a leading provider of outsourced wealth management and reporting solutions. Fortigent was acquired by LPL Financial Holdings, Inc. Get Wise to Your Advisor. Get Wise To Your Advisor. Enabling advisors to step into .

A web geek, with a multi-disciplinary design background, focusing on web development and multimedia, I strive to implement and communicate professional web standards. Very competent in a proficient team environment, with high standards and dedication to apply best practices, usability, accessibility, interaction design, user centered design and create unique user experiences within an innovative and creative context in an evolving web and e-business environments. Maher berro aka mpossible aka web samurai.

So You Can Enjoy Your Business Again. No two advisory firms are the same. Orion provides you with flexibility to stand out while engaging your clients in your own style and approach. We believe the best technology solution is one that plays well with others. Orion employs an open architecture so your data can be shared with other leading software solutions you use. Our back office support staff gives you the stability you need to keep the focus on your clients, not on managing internal software.

You worked hard for your money. Now take the next step and let SMG Financial Advisors invest it for you. We offer sophisticated investment management and advice - without the hassle, high fees, or high account minimums. Portfolio of stocks and exchange traded funds blended for optimal. Let us handle all the work. We carefully manage the total cost. To you resulting in less expense than a DIY portfolio of active mutual funds.