Dan Mueller, CFP®

Some things about me:

• Designed and built Foundry Planning on my own, end to end: projection engine, Monte Carlo, federal and state tax, estate and trust modeling, a client portal, and branded PDF reports
• I use AI two ways: to write and ship the whole stack (TypeScript, React, Next.js, Postgres), and inside the product, where it turns tax returns, brokerage statements and paystubs into clean plan data
• I care about data you can trust: multi-tenant scoping, audit logs, role-based access, account aggregation feeds, and automated tests over the math
• CFP® professional with time at eMoney Advisor, Osaic and now Ethos Financial Group, so I know what advisors actually need from their software
• The laptop aboveon the left is three things I built. Click a name under it to skip ahead

Where to find me:

• Email