Our Story
Built by an Advisor Who Got Fed Up.
AI Secretary started as a simple idea: what if your case notes wrote themselves — and then the source data disappeared forever?
Meet Spencer
Spencer is a financial advisor — not a tech founder. He didn't set out to build a company. He set out to fix the thing that was eating his life.
Every evening, after a full day of client meetings, Spencer found himself doing the same thing: re-typing notes from scratch, cross-referencing data between three systems, manually entering income figures and risk tolerances into his CRM. The work after the meetings took longer than the meetings themselves.
He looked at every AI tool on the market. They all had the same problem — they stored client data on their servers. As a registered advisor, that wasn't just concerning. It was a liability.
So he built AI Secretary. An AI meeting assistant that extracts every financial detail, syncs it to your CRM, and then permanently destroys all client data. Not archived. Not encrypted somewhere. Destroyed.
Today, AI Secretary saves advisors 30+ hours a month — and it's powered by provisionally patented extraction technology that no competitor can replicate.
What We Stand For
The principles behind every line of code.
Privacy by Design
Zero-Retention Architecture isn't a feature — it's the foundation. We built the entire platform around the principle that client data should never persist.
Smart, Not More
We extract structured data, not bloated transcripts. Every Smart Action has a purpose — income, risk tolerance, goals — ready for your CRM.
Advisor-First
Built by a practicing advisor who lives the same day you do. Every decision we make starts with: does this save the advisor time?
Patented Innovation
Our extraction engine is provisionally patented. We're not just building features — we're building technology no one else has.
The Team
The people behind AI Secretary.
Spencer Gauta
Founder & CEO
Issac Hicks
Software Development Lead
Scott Nigh
Director of Sales
Tyler Deerey
Chief Digital Officer
Marco Ruiz
Software Development
Ben Ramaker
Sales
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