20+ years as a technology generalist, 15+ architecting enterprise platforms across mortgage, fintech, healthcare, precious metals, and government. Two-time CTO who still writes the code. Today I'm the solo architect behind every system at a wholesale mortgage lender: Salesforce, Encompass integrations, a servicing platform, and AI agents running in production. Based in Simi Valley, CA. Open to remote, hybrid, or onsite in Los Angeles.
Consulting and W2, government and fintech, teams of eight and a team of one. The pattern has never changed: arrive, assess, architect, ship, own.
Two-time CTO with the keyboard still in hand. I have led teams of seven and eight, set multi-year platform strategy, and reported to CEOs, CFOs, and a COO. I have also personally shipped the Apex, the Lightning Web Components, the serverless integrations, and the AI pipelines those strategies depended on. I do not hand off the hard parts.
The whole stack, not a slice of it. At Cake Mortgage I am the solo architect and developer for a wholesale lender: the Salesforce org supporting 28 to 30 account executives and the broker network, the Encompass-to-Salesforce sync (40+ serverless functions), a TypeScript loan-servicing platform, a marketing platform, an AI underwriting pipeline, and every production AI agent in the building. All of it runs in production with no sandbox, on a deploy discipline I built for exactly that reason.
AI-forward by default. A repeatable enrichment pattern (Serper, ScrapingBee, Anthropic Haiku, structured JSON) runs across four production systems. RedFlag is a live AI contract scanner. NMLSScout replaces a manual research process with a sub-five-second lookup. Cake Underwriting extracts a full paystub and W-2 in about 21 seconds for roughly five cents. The point is not the demo. These run every day.
I would rather earn my place in a company than be handed one. Titles come and go. What stays is whether the people around me trust the systems I built.
Every role I have held started below where I ended up. That is on purpose. Earning the stack means I know every piece of it, and owning it afterward means I am the one who answers when it breaks.
Every competency below is something I have personally delivered in production, with the receipts to back it up.
Defined and executed the full Salesforce platform strategy for Augusta Precious Metals, Bishop Gold Group, and Casamba. Established five-phase data cleanup plans, post-acquisition CRM consolidation, and ground-up greenfield architecture at Cake Mortgage.
Led platform migrations across multiple orgs, transitioning teams from legacy Classic to Lightning to AI-augmented workflows. Built the canonical AI enrichment pipeline (Serper, ScrapingBee, Haiku, structured JSON) and applied it across four production systems.
Designed Experience Cloud partner portals with real-time visibility, AI-powered lookup tools that replace manual research, dedup engines that self-correct data quality at point of entry, and Bulk CSV onboarding with built-in validation and preview.
Built and shipped the CakeTPO daily AE leaderboard email system with goal-based progress bars, manual recap controls, and admin dashboards. Established reliable deployment patterns (Workbench + SF CLI with targeted test runs) and standing rules for production change management.
Sole interface between sales leadership, broker partners, and the technology stack at Cake Mortgage. Translated frontline AE friction into product roadmap priorities. Led teams of 7 and 8 in prior CTO roles, balancing strategic vision with hands-on delivery.
Built the WAR Room competitor intelligence LWC, the Cake Card App PWA for business card scanning at events, the Condo Review Request modal, and the Broker and LO Search interface. Every tool started from a frontline user telling me where they were stuck.
Maintained HIPAA and FISMA-aligned configurations across multiple government orgs for six years. Managed AML and KYC-aligned data visibility controls at Augusta Precious Metals. Built role-based and profile-based sharing rules for sensitive financial and healthcare data.
Built and operate Prospect Pages (recruiting site SaaS for high school athletes) and RedFlag (AI contract scanner) as independent products with paying customers, full-stack pipelines, payment integration, and operational dashboards. Proof of end-to-end product thinking.
Two ends of the Experience Cloud spectrum, both in production: public federal services for anyone who shows up, and authenticated client portals for people whose data has to stay locked down.
Built and managed Experience Cloud sites with public access, guest-user configuration, and custom sharing rules supporting public-facing FEMA services, inside HIPAA- and FISMA-aligned orgs. Unauthenticated users, a federal security posture, and content that has to be right when people are in a crisis.
Programs the work supported, among many others:
A client-facing portal giving customers secure access to their trade documents and live pricing, replacing email-driven document handoffs. AML- and KYC-aligned data visibility across roles and profiles in a regulated precious-metals business, alongside a NetSuite integration that cut manual data entry by 40%.
Guest-user permissions, sharing sets and sharing rules, what a login-less visitor can touch versus what an authenticated partner can see, and how all of it survives an audit. I have designed both ends of that spectrum in production, and I still treat every public page as stateless and every approval link as something an email scanner will click first.
Two CTO tenures, a director role, and a multi-year concurrent federal engagement. Consulting and W2 ran side by side for years, so the timeline shows them as overlapping bars, because that is how it happened.
Not slides. Live systems, most of them built solo, all of them owned end to end.
Replaces manual loan officer research with a sub-five-second AI lookup. Salesforce LWC and standalone PWA, one-click sync to record. Pattern transfers cleanly to support ticket deflection and in-product diagnostic tooling.
Multi-photo contract scanning with Claude Vision, risk scoring, branded PDF exports, Stripe billing. End-to-end product proof of AI document processing, the same engine pattern that powers modern in-product guidance and support diagnostics.
End-to-end productized delivery: intake form to site generation to deploy, 7 templates not locked to vertical, color picker for accent overrides, AI scouting reports. Proof of moving Professional Services beyond bespoke into repeatable, scalable templated frameworks.
Custom Metadata Type drives a dynamic LWC form with 37 case fields, auto-generated PDF quotes, one-click email approve and decline buttons. Replaced scattered email chains. Same architectural pattern works for in-product configuration and contextual guidance at scale.
Scans Account, Lead, Contact, and Loan Officer for duplicates. Side-by-side cherry-pick merge, activity rollup, call history re-parenting. The kind of self-service tooling that lets the customer fix their own data without a support ticket.
Scheduled polls, month-scoped backfills, and a custom Apex REST endpoint that upserts loans idempotently, so any run is safe to repeat. Probe functions turned field discovery from guesswork into a five-minute query.
Per-underwriter, processor, closer, and funder production with SLA math, an open-reviews at-risk board, and drill-downs to the loans behind every number. About 250 automated tests and a methodology document with reproduction SOQL.
Ingests borrower documents, classifies with Claude Haiku, extracts with Claude Sonnet, then runs a calculation engine with contradiction checks. A paystub and W-2 fully extracted in about 21 seconds for roughly five cents.
A reference architecture, not a client build: volume-based tier engine (Bronze, Silver, Gold, Platinum), automated point accrual, partner-facing Experience Cloud portal, Marketing Cloud journeys on tier and inactivity. How I would structure partner loyalty on the platform.
Continuous credentialing across the platform stack, with Loyalty Management as the most recent specialty.
Married 18 years. This is my son's senior year before he heads to Grand Canyon University, so every weekend I can get with the family, I take. We are sightseers; I would rather stand in a place than read about it. The rest of my spare time goes into building things nobody asked me to build, which is exactly how Prospect Pages and RedFlag happened.
Open to remote, hybrid, or onsite in Los Angeles. If you are hiring someone to own the stack, let's talk about what you are building.