Jimmy is the Founder of GFO. He founded GFO with one purpose: to eliminate the Chaos of Complex Wealth for successful entrepreneurs and investors.

After 25 years working on Wall Street and founding his own registered investment advisor, Jimmy recognized that fragmented advice threatens legacy.  He founded GFO to extend the exclusive, institutional-grade strategies of his private family office—and his experience as an entrepreneur—to a select group of clients. He replaces the typical "advisor" model with the structural certainty required to turn a life’s vision into reality.

Jimmy holds the Chartered Retirement Planning Counselor (CRPC®) designation. A lifelong Miamian and member of The Golden Canes Society at the University of Miami, he lives in Coral Gables with his wife, Diane, and their two dogs, Pepper and Ziggy.
 

JC serves as Managing Director at GFO. While the firm's primary directive is architectural growth, JC’s mandate is Structural Defense. He is responsible for architecting the risk management perimeters that protect the GFO Capital Engine from market volatility and unforeseen life events.

JC brings a specialist’s precision to risk analysis, stemming from his financial tenure at the Fortune 100 firm Northwestern Mutual. Before his finance career, he spent 15 years working as an executive for CBS and Univision Networks. He applies this same discipline to wealth, ensuring that every GFO client has a defensive strategy that creates Definitive Clarity regardless of the economic climate.

A University of Florida alumnus, JC was born in New York City but raised in Miami. He resides there today with his wife, Dayhana, and their two children, Matthew and Mia.