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At NaviPlan, we provide financial planning software solutions for financial services firms both large and small. Our advisor software can scale for any client need – from simple retirement planning to ultra high-net-worth estate planning.

5 members

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advicentsolutions.com

Members

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Large, impactful initiatives are inherently complex, often chaotic, filled with ambiguity, and full of moving parts that rarely align neatly. Priorities shift, dependencies emerge late, and clarity is often hard-won. These efforts demand cross-functional coordination, strategic alignment, and the ability to navigate uncertainty. They involve conflicting perspectives, hidden risks, and a constant need to move forward even when the path isn’t clear. This is why I’m here. I bring calm to the chaos. I live to see my brilliant engineering and product partners thrive despite the noise that large initiatives can create. I help remove that noise, find clarity, build alignment, and create momentum so teams can focus on solving the right problems instead of getting lost in the fog. I work across teams and functions to align roadmaps, surface risks early, and guide decision-making ensuring we’re not just delivering, but delivering the right things. And it’s not just about execution it’s about shaping direction. From tradeoffs in planning to sequencing work to exposing critical gaps, I operate with a strategic lens. This doesn’t just help teams thrive it gives leaders the insight they need to make key strategic decisions with confidence. It's what I do - I turn chaos into clarity, and clarity into progress.

Patrick Meyer

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3rd+

If you are here, you are probably wondering why I sent a connect request (or you're a recruiter and I am very happy where I am). Well the truth is, your business is one of a handful I actively manage and you must be someone important that I'd like to open a conversation with. Topics I will discuss any where any time > Customer Engagement Strategies and Initiatives > Retail Trends > The NFL, The Milwaukee Bucks, or any sports > Customer Journeys and Experience > Strategies to lower the bottom line and increase the top line > Ted Lasso > Home improvement If I did send you an invite or stumbled by, feel free to connect and if you want to talk, feel free to give me a call 262-353-6806 And yes, I'd love to buy you lunch

Hoang Tran, PMP

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3rd+

PMP-certified technical project manager with ten years of project management experience in the FinTech space. Proven track record leading cross-functional teams in exceeding stakeholder expectations and fostering strong long-term relationships with firms and government agencies in the US and Canada.

Brian Findlay

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3rd+

Quality Assurance Analyst at New World Now