Just Summit
Investment research site that turns dense reports into readable summaries, newsletter issues, and market-data workflows.
Why: Built to make heavy research faster to read and easier to publish.
Selected work
Recent focus
Latest updateMar 15, 2026
Live in last 30 days3 projects
A cross-section of product, client, and internal builds. Start with a pinned project below.
Founder · Builder · OperatorSelected work
Investment research site that turns dense reports into readable summaries, newsletter issues, and market-data workflows.
Why: Built to make heavy research faster to read and easier to publish.
Internal RIA prospecting app that pulls SEC filings, website data, and holdings into a scored fit verdict with plain-English rationale.
Why: Built to speed up advisor qualification and make the reasoning easier to review.
Content site for Northern California financial advisors with playbooks, topic hubs, and email capture.
Why: Built to turn advisor growth research into content teams can publish and reuse.
Investment research site that turns dense reports into readable summaries, newsletter issues, and market-data workflows.
Why: Built to make heavy research faster to read and easier to publish.
MDX-driven portfolio site that turns current repo work into a project feed with pinned case studies.
Why: Built to replace a static bio page with something I can keep current as projects move.
Content site for Northern California financial advisors with playbooks, topic hubs, and email capture.
Why: Built to turn advisor growth research into content teams can publish and reuse.
Risk analysis app that uses FastAPI, machine learning, and SnapTrade data to estimate portfolio volatility.
Why: Built to make portfolio risk easier to understand from brokerage data instead of spreadsheet guesswork.
Astro portfolio site for a global event producer with client proof, event highlights, and project showcase pages.
Why: Built to show real event work more clearly and give it a stronger through-line.
Internal RIA prospecting app that pulls SEC filings, website data, and holdings into a scored fit verdict with plain-English rationale.
Why: Built to speed up advisor qualification and make the reasoning easier to review.
AI storytelling app for turning car memories into short stories, scrapbook pages, and vintage-style images.
Why: Built as a more personal AI project, with memory and visual remixing at the center.
Momentum
Right now I'm building: Research, advisor, and prospecting products, including Just Summit, FA Tips, and ProspectPilot.
Next up: Tighter case studies and better storytelling across public work and private client projects.
Open to: Consulting, collaborations, and product work where AI, content, and finance meet.
Background
Contact
If one of these projects lines up with what you're building, email me.