Rob Tuckfield
Business Systems Lead at a fee-only wealth-management firm. I design the platforms, the standards, and the AI-augmented workflows an engineering team runs on, and I'm still in the code every day. Financial planner by training, systems builder by instinct.
I'm wired to look at the whole, not the components: where the feedback loops are, how structure shapes behavior, and which small change moves everything. The instinct is the same whether the system is a financial platform or a card-game engine.
Head-of-platform ownership at an RIA — led the firm's Salesforce transition end-to-end and own it still. Full-stack ownership across app, data, infra, CI/CD, and dev workflow. Engineering standards as code.
I build with AI agents deliberately — and build the infrastructure that makes agentic coding work for a whole team — while reading and directing what they produce. The AI is the how; the systems are the what.
A CFP®-credentialed financial professional who also architects the software — speaking the language of advisors and compliance, then translating it into data models and platforms.
Designer & builder
CARL (Code Automation and Review Layer) is a self-managing pipeline that takes a work ticket and drives AI coding agents through the entire software development lifecycle to a finished pull request — with human approval checkpoints at key stages. It runs multiple concurrent agents in isolated git workspaces, routes different AI models to different phases, performs automated PR reviews — the 'Review Layer' of its name — and feeds that review back into the agents' context for rework loops, recovering from crashes along the way. The headline engineering achievement: org-level leverage that operationalizes AI coding for a whole team.
Full-stack owner
A production internal application giving the firm visibility into practice composition and how it changes over time, with role-based access and per-session role switching. Authentication runs on Microsoft SSO, every backend route requires a valid token, and access is enforced server-side — the frontend requests a role, but the backend verifies you actually hold it. I owned every layer — Python/FastAPI backend, TypeScript/React frontend, Azure-managed PostgreSQL, hosting on Azure Container Apps with Container Apps Jobs handling data sync, secrets in Azure Key Vault, images in Azure Container Registry, and GitHub Actions CI/CD — partnering with the CEO, CFO, and COO on requirements while mentoring a junior contributor and driving the technical decisions throughout.
Implementation lead → platform owner
Led Valeo Financial Advisors' original transition to Salesforce — owning requirements gathering, system design, the data model, configuration, development, and deployment into production, and directing project planning and timelines to a successful Phase 1 rollout. Partnered with senior leadership to turn business needs into platform roadmap decisions. Continues to own the firm's Salesforce platform as the system of record.
Open to conversations about platform engineering, systems architecture, and the role AI tooling plays in both.