We’re financial advisors and entrepreneurs who became interested in cryptocurrency in mid-2017. From there, we researched the underlying technology, Blockchain, and began to understand its power and potential reach. We took our knowledge and experience with financial services and adopted new technologies, to start educating via video.
We know we can better serve the financial ecosystem, and the world, by creating a better understanding of financial concepts, technologies, and behaviors.
We have been in the Financial Services world for years, and see the promise of new technologies such as Blockchain, Cryptocurrency, Decentralized Finance, and Artificial Intelligence.
Our goal is to help you not only understand the technology, but why it is important, and how it affects you.
Adam is a Certified Financial Planner in Houston, Texas. He comes from a family business and entrepreneurial background, having started technology and financial companies.
In 2009 after selling his IT service company, Adam started in the financial services industry as an insurance and financial advisor with Mass Mutual. He received his CFP ® certification in 2011 and, along with Ron, started Chart Wealth Management in 2014.
Adam loves to travel with his wife and daughter, enjoying hiking, skiing, and even surfing. In a previous life, he was even a stand-up comic and was a finalist in the Houston’s Funniest Person Contest 4 times.
Ron is the co-founder of Interaxis, and also comes from an entrepreneurial background in the financial services and construction industries.
Ron found himself at Mass Mutual in 2010 and met Adam in 2013 at advanced estate planning courses in Pennsylvania. In 2014, he talked Adam into starting Chart Wealth Management.
Ron enjoys coaching his son in all his sports and traveling with his family. He was previously a traveling bowler and is not someone you want to challenge to a game of poker.
We understand you might not be sure you want to join a community covering Digital Assets. We've got you covered. We'll send you a White Paper we wrote to help you understand why the tech might be important.