Fractional AI and Data CTO

As your Fractional AI and Data CTO, I serve as the strategic and technical partner who helps you leverage AI without hiring a full-time CTO.

You get:

• Hands-on support selecting and integrating tools (CRM, AI co-pilots, client portals)

• Custom GPTs and chat workflows for client Q&A, onboarding, and compliance

• Data quality and segmentation design for personalized communication

• Predictive engagement models to know when and how to reach out

I’ll help you move from scattered tech to a streamlined stack—built around client engagement. Whether you’re optimizing Redtail, Wealthbox, eMoney, or experimenting with GPTs and Zapier workflows, I guide your team through implementation, automation, and testing.

Ideal for RIAs, advisor teams, or firms launching a digital strategy without the headcount. You get high-value leadership, minus the overhead.