Winzinvest
Founder · Fintech / B2B SaaS
Rules-based trade execution software for RIAs, wealth managers, family offices, and self-directed traders.
winzinvest.com
Design leader with 25 years designing enterprise products across healthcare, financial services, telecom, and technology. Founder of Winzinvest and Casimir Systems.
“Founder of Winzinvest (Rules-based trade execution software for RIAs), Casimir Systems, Kinlet.care, and Foundpath.”
Ventures below are separate products with their own sites. This page only records the founder relationship, not product marketing.
Founder · Fintech / B2B SaaS
Rules-based trade execution software for RIAs, wealth managers, family offices, and self-directed traders.
winzinvest.comFounder & Principal Investigator · Defense / AI decision-support
Defense technology company building AI-powered decision-support software for U.S. Department of Defense and Space Force / SpaceWERX missions.
casimirsystems.comFounder · Coaching Tech / B2B SaaS
Pre-session client discovery software for coaches: clients complete a guided intake before their first session, so coaches open with a written brief instead of a cold-start interview.
foundpath.appCore thesis: durable AI advantage comes from workflow redesign, not feature bolt-ons.
Organizational failure modes of design systems and AI-powered fixes from firsthand enterprise work.
Agent design as org design — ownership, authority, and operating boundaries.
First-person build story with concrete delivery outcomes.
Practitioner stack for AI-augmented design operations.