As an early investor in Onramp, I’ve had a behind-the-scenes look at what Tyrone Ross, Eric Ervin, and the entire Onramp team have been building. It’s impressive. It’s needed. And, It’s going to make a huge impact on the practices of financial advisors and in the lives of their clients.
As a financial advisor, I have a clear vision of the future of the profession. The future of financial planning will embody more than traditional retirement planning and asset allocation. It will move beyond traditional asset classes. It will be centered around providing access to financial advice to more families and asset classes once reserved for the wealthy. It will help clients align their finances with their values, ultimately leading to the ability to live the life they seek and on their terms—the future of financial planning will be empowering.
Onramp is uniquely positioned to empower financial advisors and their clients.
By being the first advisor-centric company to provide access and education to digital assets for financial advisors, Onramp is a trailblazer for financial advisor technology—it will have a lasting impact on the way financial advisors serve their clients. To put it simply, Onramp is about to change the game.
And, it’s because of Onramp’s position to impact my profession, the amazing team being built by Tyrone and Eric, and the chance to bring Onramp to more financial advisors that I have accepted a once-in-a-lifetime opportunity to be the VP of Marketing and Brand for Onramp Invest.
I’m beyond excited to combine my love for financial planning and passion for marketing and branding to build upon what Tyrone and the team have established as one of the most talked-about startup companies in the advisor space.
I will continue to lead RLS Wealth and serve my clients while working with the Onramp team—continuing to work with my clients, hearing their concerns, and “being in the trenches” will help us create the best education and research for financial advisors bringing cryptocurrency and digital assets to their practices.
I have a personal mission statement that can be condensed to one word…“impact”. Onramp’s mission and what we are about to do is going to help me live my personal mission of making an impact in everything that I do.
Who would have thought this podcast interview back in 2018 between two strangers would have led us here!?!
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.