Kilo
AI coaching agent delivered over iMessage, with a memory layer that combines structured training records and source-linked conversation history. Currently in beta.
- Next.js
- Astro
- Convex
Swansea, IL
June 2026 — Present
Own architecture, development, and operations for the firm’s internal and client-facing applications. Partner with advisors and operations stakeholders to scope and prioritize development, and manage deployments and production support on Azure.
June 2023 — June 2026
Built a client portal for document sharing and entity management that replaced a paid third-party platform, contributing to annual savings in the tens of thousands of dollars. Developed portfolio management tools and internal applications in Next.js, React, and TypeScript, and designed the supporting SQL data models and third-party API integrations.
June 2022 — June 2023
Translated advisory and operations workflows into software requirements.
May 2021 — June 2022
Supported internal technology, data, and process-improvement work.
Sparta, IL
July 2017 — July 2023
Led a five-person team operating heavy equipment on horizontal construction projects, maintaining schedule and quality standards.
AI coaching agent delivered over iMessage, with a memory layer that combines structured training records and source-linked conversation history. Currently in beta.
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