Seven years. One platform. Millions served.

Developed Schwab’s RMD Center, moving RMDs from paper forms and phone calls to a compliant, self-serve online process.

SEE HOW IT BEGAN
Older man with gray hair and glasses working on a laptop in a library with bookshelves in the background.

The Origin Story

(Spring 2018)

Two people standing in front of a whiteboard with colorful sticky notes in a modern office environment, engaging in a discussion.

Mapping the Problem

(Summer 2018)

A computer lab with people working at desks, illuminated by purple and orange lighting, with a large monitor displaying code.

Design & Test the MVP

(Fall 2018 to Jan 2019)

Three people smiling and talking in an office setting, with a large computer monitor displaying a financial or stock trading graph behind them.

Launch & Evolution

(2019 to 2024)

Ready to bring clarity to complex systems? Get in touch with me on LinkedIn.