Nathan B.

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning. I have worked with numerous Fintech startups on AI based software interactions. My focus on early-stage AI product training, troubleshooting, and iterative model improvement. Experienced in evaluating model behavior, identifying gaps, and providing structured feedback to refine product performance. Skilled at testing new features, validating outputs, and collaborating with engineering teams to help shape AI tools during rapid development cycles.