Toronto-based fintech building AI-driven consumer finance products, which acquired Planswell’s financial planning platform.

• Architected and built the AI Caller, a real-time outbound voice agent in daily production use: Elixir call control and a Python media worker combining Twilio telephony with streaming speech recognition, LLM inference and speech synthesis.
• Engineered its natural turn-taking: interruption handling that separates speech from noise and echo and stops at a word boundary, plus speculative response preparation to cut waiting.
• Built the FUTR Advisor Agent, which coordinates financial-plan and CRM specialists across a React front end and Elixir back end, grounded in real plan and CRM data and retrieval from an approved knowledge base.
• Designed guardrails and evaluations that keep AI in bounds: validation-gated streaming, allowlisted actions with human confirmation, evidence-checked call outcomes, and repeatable evals from simulated calls to model routing and grounding.
• Integrated Planswell’s planning technology into the FUTR platform as FUTR Planning, which generates financial plans for households every day, and help other internal teams optimize their workflows.

Toronto-based fintech offering free, personalized financial plans connected to investment, insurance and mortgage services.

• Shared technical leadership of a 2–6 person team owning all development across the full stack, DevOps and infrastructure, through six years of company growth up to the sale to FUTR.
• Expanded the financial planning engine to support the US, and later multiple countries.
• Delivered performance gains of several orders of magnitude through deep optimization of the planning engine.
• Added Monte Carlo simulation, automatic adaptive plan recommendations, and support for new financial products and scenarios.
• Built marketing and delivery pipelines supporting several areas of the business.
• Built an AI phone-practice tool that lets advisors rehearse client calls and receive feedback grounded in approved training material.

Fully virtual company providing automotive-industry market intelligence to Fortune 100 clients across the US and Canada.

• Owned all IT development, operations and administration company-wide, from solo practitioner to leading a team of 3–5 developers.
• Rehabilitated an abandoned monolithic web app that ran every core business process, then led the design, build and migration to a suite of modern, scalable replacement apps.
• Integrated with enterprise client systems, including SSO, automated data exchange and custom data delivery.
• Took over full oversight of Blitzify, the consumer-facing web and iOS app for local automotive service pricing, from 2016.