Greater Seattle Area
Most $400K+ tech professionals are one reorg away from losing a decade of progress. Not because they made bad decisions. Because they optimized the wrong thing. W-2 income. Maxed 401K. RSUs vesting into a portfolio already concentrated in one or two tickers. A tax bill that grows every time the market cooperates. Zero passive income. Zero optionality. That’s not wealth. That’s an expensive dependency on keeping the job. I built BricksFolios because I lived that math and changed it. The same wealth architecture used by the ultra-wealthy is available to any $300K+ earner who knows where to look. Real estate depreciation that generates five-to-six figure tax refunds, not just reductions. Securities-based credit lines that deploy your existing portfolio without triggering a tax event. Short-term rental joint ventures where you own the asset and we run everything. The result isn’t retirement someday. It’s job-optional now. Work becomes a choice, not a requirement. Our clients are senior engineers, VPs, and executives at FAANG companies who are done winning the income game and ready to build something that doesn’t disappear when the next reorg hits. One client recovered $252K in taxes in year one without selling a single share of stock. If that’s you, let’s talk. Book a 30-minute strategy call at Strategy.BricksFolios.com
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Built BricksFolios from scratch. Bootstrapped. Profitable. Job-optional. Designed the Smart STR joint venture model, the 3D wealth architecture framework, and the industry’s first goals-based real estate Smart Portfolio System. Every piece of it built to solve one problem: high-earning tech professionals winning the income game but losing the wealth game. BricksFolios is the DFY wealth-tech platform and white-glove service I wished existed when I was on the other side of this problem.
-GDN (Global Delivery Network) Lead for Avanade US West region - responsible for sales and delivery oversight for the projects that leveraged global delivery. Founding member of the AO Service line. -Managed multi-million deals with large global delivery portfolio for key accounts - Microsoft and SAP.
Turned around Microsoft account for Cognizant and set it on high growth path with strong top and bottom line results.
Responsible for revenue impacting functions - sales, marketing, and services offerings for strategic accounts. Develop digital strategies and execute them for enabling digital transformation services.