Team Members

Financial Minds You Can Trust

Merchant Onboarding & Gateway Lead
Aiden Cross
Subscription & Recurring Billing Specialist
Anna Brooks
Multi-Brand Payment Aggregation Lead
David Miller
Financial Reporting & Revenue Analytics Manager
Sarah Blake
Principal Web & SaaS Developer
Nancy Walker
UI/UX & Digital Product Designer
Nina West
E-Commerce & Web Development Lead
Robert Adams
Website Maintenance & Operations Lead
William Scott
  • $1.2B+
    Assets
    Under Management
  • 15M+
    Annual Tax Savings
    Optimized
  • 100%
    Data Security and
    Compliance

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