Portfolio + signals
AxiomFolio
Portfolio intelligence and trading workflows that combine live positions, signals, market context, and risk-aware execution paths.
- Next.js
- FastAPI
- PostgreSQL
- Redis
- MCP
Founder, Paperwork Labs · San Francisco
I turn unclear workflows into production software—working from stakeholder discovery through architecture, implementation, and operations. My current work spans AI agent runtimes, fintech and compliance products, identity, and the automation that ships them.
Selected systems
I built these as connected systems: shared identity, shared data doctrine, reusable backend foundations, and one agent runtime coordinating work across the portfolio.
Portfolio + signals
Portfolio intelligence and trading workflows that combine live positions, signals, market context, and risk-aware execution paths.
Consumer tax
Mobile-first tax preparation with W-2 and 1099 OCR, integer-cents calculations, a MeF document lifecycle, and state-tax coverage across all 50 states plus D.C.
LLC formation
LLC-formation workflow with deterministic state-portal handlers under certification, compliance dates, and a shared data layer for state rules and fees.
B2B compliance
B2B compliance product in development: a CPA-facing dashboard plus firm-scoped tax API routes for structured document workflows.
Company OS
Founder command center for products, agents, conversations, secrets, infrastructure, and operating decisions.
Agent runtime
Cross-product agent runtime for persona routing, memory, tool use, scheduled work, and dispatch.
Architecture under constraints
Three projects show how I approach durable engineering: make policy executable, automate the path to production, and migrate critical infrastructure without losing control of the rollback.
Agent runtime
Brain is the orchestration layer behind the portfolio. It routes work through typed persona contracts, enforces model and cost policy before provider spend, stores episodic and procedural memory, schedules recurring work, and exposes product capabilities through MCP. Studio provides the human control plane.
Delivery automation
The monorepo’s PR pipeline treats draft and ready state as a cost-control signal, gives PR Desk a capped mechanical-repair budget, binds AI review to the exact commit SHA, and merges agent work only when labels, reviews, checks, mergeability, and branch protection agree. Post-merge automation rebuilds derived indexes, while previews remain path-scoped.
Identity migration
I replaced Clerk with self-hosted Better-Auth across six frontend apps and four FastAPI backends while preserving each product’s sign-in experience. Paperwork ID centralizes users and sessions at accounts.paperworklabs.com, exchanges short-lived one-time handoff tokens for apex-scoped EdDSA JWTs, and lets backends verify them through JWKS. The greenfield cutover landed in roughly 13 PRs with rollback points between waves.
Before Paperwork Labs
The through-line is ownership: understand the operating problem, build the platform around it, and make the result usable by the people doing the work.
2021–2026
Senior Data Engineer II
Commercial data platforms across finance, legal, and customer operations.
2019–2021
Senior Data Engineer
Recommendation systems, streaming data, and international compliance pipelines.
2017–2019
Full-Stack Engineer
Enterprise community platforms and server-rendered microservices.
2014–2017
Senior Software Engineer
Real-time device monitoring and Java platform modernization.