Rory has more than 15 years of experience working as a taxand financial counsellor. In order to provide holistic wealth managementservices, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services while enhancing the client experience.

He co-hosts AFO Wealth Management Forward, one of the toppodcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders.

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