Be Exceptional

GEM was born of a two entrepreneurs desires to solve a difficult problem in the financial planning space. How to best collect, analyze, track and plan for their client’s most exceptional form of compensation, equity awards. AJ Ayers and Shane Mason have over 20 years of combined experience helping their clients navigate the nuances of cash flow, diversification and tax planning, and they’ve aimed to distill that expertise into a software that gets advisors to the right answers to the right questions quickly.