In mid-2022, when Dan Garrett joined SRG Financial Advisors after more than three decades in management and technology consulting, Dan led the firm on a journey to select and implement a future-ready technology stack to modernize client services and attract and retain next-generation clients, advisors and client services team members.
Following multiple requests, Advisor Digital was created as a cost effective solution to implement and manage our integrated tech stack for other USA Financial independent advisors.
