MAJOR BENEFITS TO CUSTOMERS

new business by offering a high level of client services

Prepare

PREPARE

detailed tax strategies in minutes instead of hours

Deliver

DELIVER

tangible dollar-value-added reports to clients

Attract

ATTRACT

new business byoffering a high levelof client services

Increase

INCREASE

assets under management

MEET THE TEAM

DAVID HOGARTY

David Hogarty founded SPRY Analytics in 2014 with the conviction that retirement shouldn’t be so taxing. He has worked in online media and startups at Gothamist, Curbed (now part of Vox Media), and NBC Universal. Prior to that, he spent many years working as a securities analyst studying companies with breakout growth potential.

DAVID HOGARTY

SCOTT JOHNSON

An alumnus of MIT and LLNL, Scott is responsible for algorithmic design, optimization and systems architecture.

SCOTT JOHNSON

DREW WECKBACH

Founder of his own RIA, Scaling Independence LLC, Drew provides valuable expertise regarding investments and taxation, as well as customer market insight.

DREW WECKBACH

HOW IT WORKS

Here’s How Spry Analytics works in 3 simple steps.

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Enter your client’s bio including their age and retirement timeline

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Add your client’s investment accounts

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Add your client’s tax filing status

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  TAX SAVINGS