Technology Consulting · Financial Services & SMB
20+ years of hands-on technology leadership — cybersecurity, compliance, AI automation, and custom software — now available to growing businesses.
What I Do
Whether you need a one-time security audit or an ongoing fractional CTO, I bring enterprise-grade experience to businesses of every size.
Identify repetitive workflows and replace them with intelligent automation. Free your team for high-value work while increasing accuracy and speed.
Vulnerability management, incident response planning, and security awareness training. Protect your firm's data and reputation with proven frameworks.
Transform raw data into actionable insight. Database design, ad-hoc reporting, and dashboard development built on deep SQL Server expertise.
Business continuity, disaster recovery, and cloud migration. Keep your operations running no matter what — from power outages to natural disasters.
Purpose-built web and desktop applications designed around your exact workflows. Built to last and easy to maintain.
FINRA and SEC compliance tooling, e-mail archiving, recordkeeping systems, and audit-ready reporting — built by someone who has lived through the audits.
About
With over two decades as Director of Technology and Chief Information Security Officer at a FINRA-registered investment firm, I built entire technology infrastructures from the ground up — compliance systems, cybersecurity frameworks, custom software, and cloud migrations.
Now I bring that same enterprise-level thinking to businesses that can't yet justify a full-time CTO or CISO. You get senior-level expertise, on demand, without the overhead.
"I've sat in the CISO seat during FINRA audits, managed vendor due diligence, written compliance software, and migrated entire firms to the cloud. I don't just consult — I've done it."
— Your Technology ConsultantWhy Work With Me
Two decades inside a regulated financial firm means I understand compliance requirements — not just in theory, but in practice, under audit.
Security, software, databases, cloud, and compliance — most consultants specialize in one area. I've led all of them simultaneously.
No junior consultants, no account managers. You work directly with a former Director & CISO every step of the way.
I build things that work — automated systems, secure frameworks, compliant processes — not slide decks full of recommendations.
Transparent Pricing
From a single-day audit to ongoing fractional leadership — structured tiers with clear deliverables and no hidden fees. Contact me to discuss pricing for your specific needs.
Tier 1
Quick-Start Audit
A focused assessment of one practice area — ideal for firms that want a clear picture before committing to a larger engagement.
Tier 2
Transformation Project
Full-scope engagements with defined deliverables: custom software, compliance overhaul, cloud migration, or security implementation.
Tier 3
Fractional Leadership
Ongoing fractional CTO or vCISO services — senior technology leadership without the full-time overhead.
Predictable monthly investment for consistent technology leadership. Minimum 3-month commitment. All retainers include priority scheduling and a dedicated communication channel.
How It Works
A free 30-minute consultation to understand your business, current pain points, and what success looks like for you.
I evaluate your environment and deliver a clear, written proposal — scope, timeline, deliverables, and investment.
Work begins. Regular check-ins, transparent progress updates, and no surprises. Your goals drive every decision.
Final handoff with documentation and training. Ongoing retainer or follow-on projects available as your needs evolve.
Get In Touch
Not sure which service fits? Start with a free 30-minute consultation. I'll tell you exactly what I'd recommend — no pressure, no sales pitch.