Cary has worked for 30 years in the Tax and Accounting software industry. Prior to Wealthmetrics, Cary owned a management consulting business for CPAs, Tax Professionals, and Financial Professionals with an emphasis on building a joint marketing plan to meet the needs of small business clients and small business owners. Cary also provided these consulting services for the Aviva WealthStar Alliance program. In addition, he is a consultant for CPA Marketing Program – iTransact where he helps CPAs and Financial Professionals save their business clients money on credit card processing fees.
Cary first worked with Rich as the Vice President of Trusted Advisors, where he developed the Wealthmetrics software solution for CPAs. When AXA purchased Trusted Advisors, Cary was in charge of AXA’s CPA Partnering program which included helping CPA and accounting firms partner with financial professionals and build a successful wealth management practice.
Cary received his bachelor’s from Ohio State University and Kent State and is a prior member of the IRS electronic filing committee.