#350: The One-Stop Platform Helping Financial Advisors Work Smarter with Ryan Dau, USAFA ‘17
Service Academy Business Mastermind
Release Date: 03/08/2026
#356: Strategic Wealth, Disruptive Tech, and Building the Right Financial Team with John Lynch, USMA ‘86
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ John Lynch is the Founder of Imprimis Financial, where he advises business owners, professionals, and Service Academy graduates on asset management, estate design, and tax-efficient wealth strategies. After serving as a field artillery officer and company commander during the Gulf War era, he earned his MBA in finance from NYU and began his career at Barclays and First Union before launching his own practice in Charlotte. Over the years, John has been...
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#355: Rethinking Non-Profit Funding with Evan Parnell, USNA ‘08, and Martiel Beatty
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Evan Parnell is the COO of GivMoo, a technology platform that integrates charitable giving into everyday purchasing and business transactions. With experience scaling startups through early growth phases, Evan leads execution and commercial strategy, translating big ideas into structured systems that support sustainable growth and measurable impact. That mission is carried forward alongside Martiel Beatty, Founder and visionary leader behind GivMoo’s...
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#354: Advancing Precision Brain Health for Veterans with Bret Petkus, USMA ‘91 & Russell Toll, USMA ‘05
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Bret Petkus and Russell Toll are Army veterans and co-founders of Compassion Neurohealth, a neuroscience-driven brain health practice focused on changing how mental health is measured and treated. As an accomplished healthcare executive, Bret brings significant P&L leadership across medical and life science companies, while Russ, a Stanford-trained neuroscientist and combat veteran, leads the scientific development behind their technology. Their paths...
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#353: Modernizing Capital Raising with Jesse Prince, USMA ‘04
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Jesse Prince is an Army veteran who served nearly six years on active duty, including two combat tours to Iraq. After transitioning from the military, he built a career in commercial real estate brokerage while earning his Master’s in Real Estate Finance from NYU, graduating near the top of his class and deepening his expertise in institutional-level real estate. Today, Jesse is the founder of IncrediVer, an AI-powered accredited investor verification and...
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#352: Building Workforce Housing to Close Supply Gaps in Growing Markets with Tom O’Hare, USNA ’01
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Tom O’Hare is a U.S. Navy veteran and the founder of Keel Capital and Keel Home Development, where he leads multifamily and infill residential projects across the Midwest and Northern Virginia. Before starting his own companies, Tom spent 17 years in real estate investment banking and later served as CIO and COO of a national single-family rental platform. During that time, he worked on large institutional portfolios and gained firsthand experience in how...
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#351: Building a Multi-Billion-Dollar Real Estate Platform Through Disciplined Investing with Tim Siemer, USAFA ‘06 & Mike Siemer
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Tim Siemer is an Air Force veteran, aviator, and partner at SMB Equity, a real estate private equity firm investing in stabilized and development projects nationwide. At SMB, Tim focuses on evaluating new opportunities and managing investor relationships, applying a disciplined risk management approach shaped by years in military and commercial aviation. He works alongside his father, Mike Siemer, who transitioned into real estate investing after a career as...
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#350: The One-Stop Platform Helping Financial Advisors Work Smarter with Ryan Dau, USAFA ‘17
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Ryan Dau is a former Air Force officer, and founder of ReframeRIA, a consultancy that helps financial advisors streamline their operations, refine their client experience, and optimize their technology stack. Through ReframeRIA, Ryan partners with advisory firms to improve their workflows, refine their client experience, and implement technology that truly supports their businesses. His mission is simple: remove the operational chaos that slows...
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#349: Helping Veterans Break Into Tech Sales with Andrew Garcia, USNA ‘10
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Andrew Garcia is a U.S. Navy veteran and founder of and , two businesses focused on helping veterans and transitioning professionals break into the tech industry. After a successful career in tech sales at Salesforce, Andrew launched The Arena to provide veteran-friendly recruiting services for defense tech startups. He later expanded his mission through Pursuit, a career training platform designed to help aspiring tech sales professionals land their first...
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#348: Revolutionizing TDY: How Furniture and Tech Are Solving a $10B Problem with Steve Buchanan, USMA ‘99
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Steve Buchanan is a U.S Army Veteran and the CEO of TDY Rentals, a company on a mission to transform the way government travelers experience temporary duty assignments. What started as a frustrating personal experience with TDY housing, turned into a purpose-driven venture to make extended stays feel less like deployments, and more like home. At TDY Rentals, Steve and his team provide fully furnished tech-enabled housing solutions tailored for government...
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#347: Scaling Businesses 10X in 3 Years with Jeff Evenson, USMA ‘90
Service Academy Business Mastermind
Need financing for your next investment property? Visit: Want to join us in Charleston, SC on June 1st & 2nd? Visit: ____ Jeff Evenson is an experienced business leader and scaling strategist at scaling.com, where he works with founders who are ready to move from early traction to sustained growth. Alongside Blake Erickson and Dr. Benjamin Hardy, he helps entrepreneurs shift from being day-to-day operators to becoming strategic leaders who design companies that scale. Over the last two decades, Jeff built and exited multiple businesses, including a $3.5M hair salon operation, a...
info_outlineNeed financing for your next investment property? Visit: https://www.academyfund.com/
Want to join us in Charleston, SC on June 1st & 2nd?
Visit: https://www.10xvets.com/events
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Ryan Dau is a former Air Force officer, and founder of ReframeRIA, a consultancy that helps financial advisors streamline their operations, refine their client experience, and optimize their technology stack. Through ReframeRIA, Ryan partners with advisory firms to improve their workflows, refine their client experience, and implement technology that truly supports their businesses. His mission is simple: remove the operational chaos that slows advisors down so they can spend more time serving clients and growing their firms with confidence.
In this episode of the SABM podcast, Scott chats with Ryan about:
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The Nonlinear Career Path: Ryan’s Military, software, and advisory experience shaped his transition into consulting.
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Serving the Advisor, Not the Tech: Work begins with clarifying an advisor’s ideal client and core processes before any tech is added.
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Fixing Operational Chaos: Streamlined onboarding, workflows, and service calendars help advisors reclaim time.
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The Rise of AI Note-Taking Tools: AI tools like Jump AI simplify communication and sync data across essential systems.
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Building Partnerships & Scaling Smart: Ryan’s 2026 goals center on advisor partnerships and exploring a future fractional C-Suite Model.
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Mindset Shifts After Military Service: Adjusting from mission-first service to revenue driven entrepreneurship remains an ongoing mission.
Timestamps:
00:41 Ryan’s Path to Reframe
03:41 Advisor Pain Points
05:51 Workflow Before Tools
09:01 2026 Goals and Growth
11:42 Fractional C Suite Vision
17:12 Partnerships to Build
19:02 Challenges and Mindset Shift
24:44 Moonshot Be Better Brand
28:37 Connect and Wrap Up
Connect with Ryan:
If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.
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A special thank you to Ryan for joining me this week. Until next time!
-Scott Mackes, USNA '01