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Work

What I build at Valeo Financial Advisors — platforms, automation, and the systems an engineering team runs on. Descriptions are abstracted for a public page.

CARL — an autonomous software-development pipeline

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.

  • Python
  • Claude Agent SDK
  • GitHub API
  • systemd

VAMOS — the firm's internal advisor platform

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.

  • React
  • TypeScript
  • FastAPI
  • PostgreSQL
  • Azure
  • Entra ID SSO
  • Azure Key Vault
  • Docker
  • GitHub Actions

Salesforce — implementation lead & platform owner

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.

  • Salesforce
  • Flow
  • SOQL

VFA-Tools & VFA-Context — a portable agent harness

Designer & builder

A reusable agent-engineering module that drops into any repo as a submodule, so every project runs on the same standards and workflows. VFA-Tools is a library of repeatable agent skills — standardized code review and debugging, a 'close' routine that tidies up git and captures decisions and memory, a feature-build skill that walks a developer through TDD, a story-writing skill that turns intent into well-structured Jira tickets with full context, and a commit-conventions skill that enforces Conventional Commits to power automated semantic versioning (in production on VAMOS). VFA-Context carries the firm's shared knowledge — vocabulary, domain specifics, coding philosophy, non-negotiables, and security-review standards — so an agent works from the same playbook everywhere. Versioned once, adopted across production repos.

  • Claude Code skills
  • Markdown
  • git submodules
  • Conventional Commits

Operational Automation — eliminating the firm's busywork

Designer & builder

A systematic campaign to replace repetitive, error-prone document work with automated pipelines. Representative examples: automated tax-document filing (drop a file on FTP, system handles the rest end-to-end); combined PDF splitting per recipient; and Salesforce Flow automation spanning screen flows, record-triggered flows, and scheduled flows.

  • Python
  • systemd
  • Salesforce Flow