About Me
Building businesses,
sharing knowledge
I'm an entrepreneur who believes that great financial advice can change lives. Over the past decade, I've built companies, launched products, and helped hundreds of people navigate the complexities of wealth and business.
When I'm not working, you'll find me sailing, exploring Mexico City where I now call home part-time, or spending time with my dog.
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The Journey
Not your typical resume. Here's the story of how I got here, told through milestones rather than bullet points.
Board Member
Brooklyn Fi
Transitioned to board oversight while focusing on new ventures and speaking engagements.
- →Strategic advisory
- →Industry thought leadership
- →Gemifi development
CEO & Co-Founder
Brooklyn Fi
Scaled the firm through unprecedented market conditions and expanded service offerings.
- →Team growth to 20+
- →Launched Gemifi platform
- →Podcast launch
Founded Brooklyn Fi
Co-Founder
Started a financial advisory firm focused on helping entrepreneurs and tech professionals.
- →First clients
- →Built founding team
- →Developed core methodology
Finance Career Begins
Financial Advisor
Began career in financial services, quickly recognizing the need for better solutions for entrepreneurs.
- →Industry certifications
- →Client relationship building
What I Bring
Skills honed over years of building businesses, advising clients, and speaking on stages around the world.
Core Values
The principles that guide everything I do, from business decisions to personal adventures.
Transparency
Clear communication and honest advice, even when it's not what you want to hear.
Innovation
Constantly seeking better ways to solve problems and deliver value.
Impact
Focused on creating meaningful change in people's financial lives.
Balance
Success means nothing without time for sailing, travel, and the ones we love.
Want the Traditional Version?
If you need a formal resume for professional purposes, I've got you covered.
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