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Since 2021, I’ve had the privilege of serving as Chief Operating Officer at Szarka Financial. I focus on aligning strategy with execution—leading daily operations while championing innovation in technology, business development, and regulatory compliance. My goal is to ensure every system, process, and initiative supports both client success and sustainable growth. A Legacy of Leadership in Technology and Strategy With over 30 years of experience, I’ve held transformative leadership roles at FranklinCovey and tech giant Microsoft. At Microsoft, I helped drive technology adoption and operational efficiency at scale. At FranklinCovey, I led teams through complex change initiatives with a focus on measurable outcomes. Tech-Forward, AI-Aware Thinking I view technology as a strategic asset and stay closely attuned to emerging tools like artificial intelligence. Whether enhancing workflows, improving decision-making, or exploring new efficiencies, I bring a thoughtful, innovation-driven mindset to every challenge. Professional Integrity I maintain an independent and focused professional network, with no affiliations to Cambridge Investment Research, Inc.
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