My Journey at
Brooklyn Fi
From co-founder to board member, I've spent eight years building Brooklyn Fi into a trusted financial advisory firm serving entrepreneurs and professionals.
What started as a vision to provide honest, comprehensive financial advice has grown into a team of dedicated professionals serving hundreds of families.
Visit Brooklyn Fi
[Brooklyn Fi Image]
Team photo or office
8+
Years
$XXX M
AUM Grown
XX+
Team Members
XXX+
Families Served
8 Years of Growth
From a two-person startup to a thriving firm, here's how the journey unfolded.
Board Member
Strategic Oversight
Transitioned to board role to focus on strategic direction while empowering the next generation of leadership.
- →Continued strategic guidance
- →Focus on Gemifi development
- →Speaking and thought leadership
Scaling & Systemization
CEO
Built robust systems and processes to handle growth while maintaining the personalized service that defines us.
- →Launched Gemifi platform
- →Expanded to 20+ team members
- →Systematized client experience
Pandemic Leadership
CEO
Navigated unprecedented market volatility while supporting clients through one of the most challenging periods in recent history.
- →Zero client attrition during COVID
- →Successful remote transition
- →Record new client growth
Rapid Growth
CEO & Co-Founder
Hit our stride with a clear value proposition and began scaling the team and client base significantly.
- →AUM milestone reached
- →Hired key team members
- →Refined service model
Finding Product-Market Fit
Co-Founder
Discovered our niche serving entrepreneurs and tech professionals with complex equity compensation.
- →Defined ideal client profile
- →Built referral network
- →First major client wins
Brooklyn Fi Founded
Co-Founder
Started Brooklyn Fi with a vision to provide honest, comprehensive financial advice to entrepreneurs and professionals.
- →Incorporated the firm
- →First clients onboarded
- →Built foundation
Key Contributions
The areas where I've had the most impact on Brooklyn Fi's growth and success.
Company Culture
Established a culture of transparency, continuous learning, and genuine care for clients and team members.
Client Experience
Designed the end-to-end client experience, from first meeting to ongoing relationships.
Business Development
Built and nurtured key partnerships and referral relationships that drive growth.
Technology Strategy
Led the vision for Gemifi and our broader technology stack to enhance service delivery.
Thought Leadership
Created The Liquidity Event podcast and established Brooklyn Fi as an industry voice.
Team Development
Recruited, trained, and mentored team members who now lead key functions.
Current Role: Board Member
In 2024, I transitioned from CEO to Board Member, allowing me to focus on strategic initiatives, Gemifi development, and speaking engagements while empowering the talented team we've built to lead day-to-day operations.
I remain deeply committed to Brooklyn Fi's mission and continue to provide guidance on major decisions, company culture, and long-term strategy.
Interested in Working with Brooklyn Fi?
Brooklyn Fi helps entrepreneurs and professionals build, protect, and enjoy their wealth. If you're curious about what we can do for you, I'd love to make an introduction.