After 40 years in the financial services industry, with a focus on retirement and legacy planning, William decided to envision a platform that would make the resources, products, and services that enrich people's lives easy to understand and accessible.

Having enjoyed a long career delivering emerging technology systems to fast-growth corporations and the Department of Defense, John semi-retired in 2020. He is now focused on connecting trusted businesses with seniors who need wise counsel, thoughtful education, and practical services.