About

Garrett works in the product space at a large fintech company in NYC. He works with internal teams building cool stuff to provide the best possible financial advice to the firms’ clients. When I’m not busy with my day job, I love figuring out ways to maximize credit card points and airline/hotel miles to explore the world.

I’ve been somewhat of a journeyman in the wealth management space spending time at a more traditional registered investment advisor (RIA) focused on serving dental professionals, a regional broker-dealer spreading the gospel of financial planning, and the largest independent robo-advisor. Prior to entering the wealth management space, I spent time at PwC focusing on UHNW tax compliance along with expatriate and foreign national taxation.

I’ve been a frequent speaker and panelist at industry conferences and events and has been featured in publications such as The Wall Street Journal, CNBC, MarketWatch, Financial-Planning, US World Report amongst others.