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The Proxy Community

Explore Our Teams

Proxy Wealth Advisors

Marc DeCuffa

Director of Wealth Management

Marc DeCuffa is an Investment Professional with over 15 years of industry experience. Marc currently serves as the Director of Wealth Management where he partners with the team to provide investment and asset management direction for Proxy and their clients. His approach to financial planning is an authentic fiduciary approach. He helps educate and properly position Proxy’s clients by bringing a deep understanding of investment strategies, portfolio, and relationship management. Throughout Marcs career he has served in various roles for financial institutions including: Merrill Lynch, Ameriprise Financial Services, and J.P Morgan where he served as VP of investments. Marc’s experiences at these institutions had lead him to believe that there has to be a better way to serve clients in the industry he is so passionate about. Marc’s search for such a place had lead him to Proxy where he joined a like-minded team that shared the same vision.

Marc attended the University of Albany where he received his Bachelors in Marketing and currently holds his series 7, 63, 65 licenses.

Marc still resides in New York with his wife and two daughters. 

Oleg Zviagin

Director of Financial Planning

Oleg Zviagin is a Senior Financial Planner helping with the financial needs of individuals, families, and small businesses. Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. He uses a holistic approach to financial planning by prioritizing a client’s real time goals, concerns, and financial experiences in order to better understand their needs and limitations in building out a complete and all-inclusive financial picture. Oleg has spent 9 years working with high-net worth individuals across various RIA firms. He started his career with Circle Advisors as an Administrative Assistant but was shortly promoted to the Director of Business Development role where he was responsible for managing various projects for the firm, building leads, planning/analyzing the firms accounts, as well as doing some back-end client analytics. He later joined FCE Group with a para-planning focus, where he supported 6 Senior Advisors and their entire books of business. This role later evolved into a full client facing hybrid Associate Wealth Advisor and Planner role. When FCE Group was acquired by CAPTRUST, Oleg was already the lead on many client relationships while still supporting one of the 3 partners of the firm. Oleg’s passion for helping clients led him to seek out a place where he can have more autonomy and impact, which led him to our team at Proxy!

Oleg currently holds his Series 65 and is a CFP candidate.

Outside of work, Oleg is an aspiring author, literature junkie, and history nut. In his free time he enjoys flexing his new found culinary talents as well as rooting for the New York Islanders and the Seattle Seahawks. He currently lives in Brooklyn, NY with his girlfriend.

Mario Adib

Director of International Services

Mario Adib is the Business Development Manager- Brazil for Proxy financial. In this role Mario identifies business opportunities, building and maintaining successful relationships with prospects and existing clients, collaborating with executives on business strategy to determine objectives, evaluating current business performance and maximizing business reach and potential. Mario brings an extensive background in business development having worked in the industry for more than 15 years. Telecommunications segment as a Marketing Analyst. He moved on to work at Real Estate Market where he started as a Marketing Analyst and moved to Commercial Analyst. He then went on to work at Alphaville Urbanismo as a Commericial coordinator. After that Mario spent the next years as an Investment Immigration Manager (Eb5) at Bai Capital where he specialized in advising investors seeking the Green Card through the Eb-5 program or diversification of investment portfolio. Mario has worked in Marketing, Commercial and Business Development for over a decade. Mario has been working with international and immigration investment for over half a decade. As the Commercial Director | Strategy and Business Development, he is responsible for sales in Brazil, he analyzes projects, develops strategic relationships and deals with potential investors. Mario’s experience with Investment and investor visas adds value to the Brazilian market and to potential investors seeking investment in the United States and Brazil. Mario is an expert in advising investors seeking international investment (diversification) through wealth management.

Mario graduated with a bachelor’s degree in Communications, a post-graduate degree in business management with an emphasis in marketing and studied investment planning, portfolio management, and investment risk. 

Today Mario resides in Sao Paulo Brazil.

Rob Mazur

Financial Advisor

Rob Mazur is an Investment Professional with over 29 years of industry experience. Rob currently serves as a Financial Advisor where he partners with the team to provide holistic financial planning, investment and asset management direction for his clients. His approach to financial planning is an authentic fiduciary approach. He helps educate and properly position his clients by bringing a deep understanding of investment strategies, portfolio, and relationship management. Throughout Rob’s career he has served in various roles for financial institutions including: Merrill Lynch, Morgan Stanley and Truist Private Wealth where he served as VP of investments. Rob’s experiences at these institutions has lead him to believe that there has to be a better way to serve clients in the industry he is so passionate about. His search for such a place lead him to Proxy where he joined a like-minded team that shared the same vision.

Rob attended the University of Pittsburgh where he received his Bachelors in Business and Political Science and currently holds his Series 7, 31 and 66 licenses, as well as serving as a Certified Financial Planner practitioner since October 2004.

Rob resides in Florida and South Carolina and has three children, Andrew, Zachary and Catherine, as well as an 11lb attack poodle stepbrother Pouncey and an 80lb goldendoodle Milo.

Tulio Ribeiro

Financial Advisor

Tulio Ribeiro is a Financial Advisor at Proxy Financial. In this role he is responsible to asses the financial needs of individuals and help with decisions on investments, tax strategies, financial planning. Tulio also helps clients plan for short and long term goals, such as saving for retirement or a financial pursuit. Tulio is a financial professional with over a decade of finance experience. He started his career in banking holding various roles at Wells Fargo from Branch Manager to AVP of Premier Banking. In these roles Tulio was responsible to oversee  financial reporting, hire and train staff, and grow branch revenue. As a Premier Banker Tulio was responsible for servicing and building relationships with affluent customers, working proactively to engage customers to understand what is most important to them and help with their complex needs. Tulio brings an extensive background in managing client relationships and helping clients achieve their financial goals 

Tulio has a Bachelor’s Degree in Business Administration and Management from Anhanguera Educacional and holds his series 6, 63, 65, and 7 licenses as well as his Life and Health Insurance Licenses from the State of Florida. 

Tulio is married with 1 daughter, enjoys playing soccer, watching movies, and spending time with his family. He currently resides in Miami Florida.

Lukas DeWitt

Financial Advisor

Lukas DeWitt is a Financial Advisor at Proxy Wealth. is responsible to asses the financial needs of individuals and help with decisions on investments, tax strategies, financial planning. Lukas also helps clients plan for short and long term goals, such as saving for retirement or a financial pursuit. Lukas enrolled in the Army at the age of 19 and served for 6 years as an engineer which taught him leadership and determination. Shortly after, he landed a job in Industrial Construction building well-known infrastructures like LaGuardia Airport and several others over the course of 3 years. After years of building elaborate skyscrapers, he decided to become an entrepreneur by diving into real estate to become a broker. Then he decided to combine his real estate skills with the financial industry joining Proxy Financial. 

Lukas currently holds his Series 65, Finra SIE, NY life and Health Insurance and also a Real Estate salesperson license for the state of New York.

In his spare time, Lukas revisits his childhood by golfing, the game his father taught him when he was seven years old. He also enjoys spending his morning running to start off his busy work day and hiking during his leisure time. 

Nayah McMillan

Business Development Lead

Nayah McMillan is our Business Development Lead. In this role Nayah is responsible for generating sales, managing partner channels, and connecting customers with advisors. Nayah began her career in the Commercial and Property Insurance industry as an Executive Assistant where she was responsible for overseeing and transmitting internal and external communications. She also managed the organizations financial obligations such as payments, invoices, and claims. Nayah’s professional endeavors lead her to change forces and joined the Solar Industry. Here she started as an Administrative Assistant and was quickly promoted to Operations Manager. As an Operations Manager she was responsible for developing new business, contract negotiations, scheduling project manager tasks, running quality assurance for all new materials, overseeing various solar sites from start to finish. Now back at her true passion of Finance. She has the determination to help her clients reach their goals to financial freedom. 

Nayah holds her Life, Accident, and Health Insurance Brokers license in the state of New York as well as her Notary Public seal.

Today Nayah resides in Brooklyn, New York. On her spare time she enjoys painting and family game nights with her son. She values the relationships and people who have come into her life. She isn’t afraid of adversity and loves to build connections with people from all walks of life. One of her mottos are “always look for the good” and her favorite quote “if you surrender to air, you can ride it” – Toni Morrison.

Aline Eskandari

Business Development Lead

Aline Maciel Eskandari, is a Business Development Manager at Proxy Wealth. Aline is responsible for the financial needs of individuals, client relationships, global wealth, and building strategic partnerships. Aline started her professional career at ABN Amro Bank in Fortaleza, Brazil where she worked as the director assistant. In this role she was responsible for leasing agreements, contracts, and account management. She then moved to Utah to pursue her MBA with a focus in Finance. Coming out of her MBA, she engaged client acquisitions for a wealth management firm of Northwest Mutual. This was followed by a position at Goldman Sachs where Aline’s work ethic and enthusiasm for numbers led her to work within two teams simultaneously at the Tax Operations department. Aline found herself leaving Goldman Sachs for her first job in the public sector as Assistant Director of Development for the City of Palo Alto. Aline has always excelled at precision and accuracy with numbers, cost analysis, reconciliation and compliance. Following her move to Charleston, SC she was the Business Controller for Positively People. Her ability to communicate openly, adapt to changing needs and prioritize multiple high-level tasks has made her sought after in each stage of her career.

Aline graduated with a Bachelors in Business Administration in Fortaleza, Brazil and a MBA in Finance from the University of Utah, graduating with honors.

Aline currently resides in Mount Pleasant, SC with her husband and her daughter.  She enjoys weight-training and eating healthy, while instilling goodness in her daughter through actions. Aline is passionate and energetic in life and work.  She thrives on new opportunities and does not shy away from challenges

Alessandra Jardim

Business Development Lead

Alessandra Jardim, our Business Development Lead. In this role Alessandra is responsible for generating potential leads, soliciting potential customers, facilitating sales, and connecting customers with advisors. Born in Brazil, Alessandra has had the opportunity to travel and live in different countries such as Australia, Canada, England, Switzerland, Portugal, France, Italy, Argentina, Peru and Bolivia and chose Florida, in the USA, as her preferred place to be.

Her wide experience as an entrepreneur having her own business for 20 years in Brazil lead her to invest and become a home owner in the Florida real estate market.

Afterwards, she pursued her Real Estate and Financial Consultant licenses. Now Alessandra is able to help families and individuals in selling, buying, renting or relocating to Florida throughout the world and planning their financial lives.

Travis Nelson

Partnering Agent

Travis Nelson is our Partnering Agent. In this role Travis is responsible to acquire new and expand upon existing agency relationships. Educate and inform clients and prospects on new and existing audiences; provide ongoing and creative consultation. Travis has nearly a decade of experience working with high net worth individuals and institutions in the wealth management and financial planning field. He began his career in an Operations role and was quickly promoted to a Financial Consultant position. After a number of years managing a large book of business, Travis transitioned to an RIA where he would be a hybrid Financial Advisor and Financial Planner. In this position he was responsible for his own clients while also creating financial plans for the six other Advisors at the firm.

 

He graduated with a Bachelor’s degree in Information Systems and Marketing from Fairfield University. While there, he was a four-year member of the men’s lacrosse team, along with being a team captain during his senior year.

 

Originally from Central New York, Travis currently lives on Long Island with his wife, Lauren, and son, James.

Hannah Horwatt

Digital Strategist

Hannah Horwatt is our Digital Strategist in this role Hannah is responsible for the direction of the Proxy brand, integrating digital assets, leading digital activation projects and quantitatively modeling the efficiency and effectiveness of our digital ecosystem. Hannah has been in Marketing for 3 years now. She started her career working as an executive assistant and project manager for a high profile interior designer, then moved over to The NOW Massage as their creative assistant at their corporate office. From there, she worked her way up the ladder and became their Social Media Manager. Outside of work, she considers herself an extremely creative person. She is currently in the process of writing two short web series. Hannah is an actor, and co-founded a podcast in 2019! Her dog is her whole entire world – in her free time you can find them running around the dog park, at the beach or venturing around to different parts of the country.

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Denis Coelho, CFP®

Technical Director Brazil

Denis Coelho is the Technical Director, COO and of the founders of Proxy Financial in Brazil. In these roles he is responsible for the overall strategy regarding local business development, local asset allocation and risk management.

 
Prior to becoming COO of Proxy Financial in Brazil, Denis held leading positions at different financial firms. He started his career with Banco do Brasil, in a short term rising to Senior Private Banker during his 6 years tenure. Then, when he decided to explore professional opportunities in Spain, native country of his family, where he performed different holes as commercial manager in leading fitness industry players, such as Fitness First and Holmes Place and then, returning to financial markets, this time as a senior commercial agent of Catalana Occidente, leading insurance company. Returning to Brazil, he established a solid reputation as Sales Manager, working for one the greater players in POS marketing, leading a large sales team. In 2016, he decided to return for financial markets. He partnered with InvestSmart, one of the biggest independent advisors firms in Brazil, first leading the regional team for São Paulo area and then co-founding a branch under their flag. In 2019 he was awarded Certified Financial Planner (CFP®), which allowed him to pursue a more independent line of business. Converging with a growing interest in offshore investments diversification for Brazilian market, he was invited by BR Global to be Head of Distribution for São Paulo and Minas Gerais states, while keeping a personal supervision for selected clients accounts. During this time he met with Proxy Financial International staff, and synergies had become evident. Due to successful business cases with his own clients, the idea to bring a more robust line of actuation in Brazilian market led the creation of Proxy Financial in Brazil.
 
Denis attended Universidade Municipal de São Caetano do Sul and received his Bachelor of Business Administration. He is Master of Business Administration in Financial and Capital Markets by the prestigious Fundação Getulio Vargas and holds CFP® certification and Securities Consultant by CVM license.
 

Today Denis lives in São Paulo with his wife Katia and little daughter Julia plus 4 cats (for the happiness of little Julia). His (rare) spare time is dedicated to reading, swimming and motorcycle riding. Travel is a serious business for his family, and their home is always open to family and friends.

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Peterson Senerino

Business Development Lead

Peterson Senerino was born and raised in Sao Paulo, Brazil, and graduated in Financial Management at the University of Anhembi Morumbi in Sao Paulo, Brazil. He is a specialist in Financial Intermediation and Economic Environment from FGV (Getulio Vargas Fundation) and in Finance from the University of Michigan.

Peterson has been a trader professionally since 2017. He started his career in the commercial area assisting high-end clients in more than 10 states in Brazil. After moving to the United States, he opened a hedge fund in the mutual fund model – a private global trading desk created in early 2018 for capital management. After the fund closed in the end of 2020, Peterson was invited to join the Proxy team, adding ten years of experience in the commercial area and knowledge in the financial industry to the team.

He currently resides in Orlando, Florida and loves live music and being close to nature.

Wellington Barbosa

International Business Development Lead

Wellington is an International Business Development Lead for our key partner Imagine Wealth Agency. In this role, he is responsible for expanding and developing strategic partnerships with international partners, individuals, and companies.

With over 25 years of experience in the Brazilian financial market, he has always worked with large banking instutions managing high net-worth accounts. In addition to being Coordinator and responsible for the Financial Treasury of Unicred do Brasil. He was also Coordinator of the Investment Committee of the Unicred System, a cooperative financial institution. Wellington has the desire to expand his knowledge to better support clients in everything he does. This specialized experience enables him to recognize the diversity of financial services in the global market and be able to deal with the uncertainties and risks with doing business in an ever-changing market.

Wellington has a degree in Business Administration with an emphasis on Finance. Also a postgraduate degree in Marketing, an MBA in Business Management. As well as certifications such as CPA-20 by ANBIMA and Personal Financial Educator by the Central Bank of Brazil.

Wellington is from São Paulo, Brazil, and currently resides in Temecula, California, with his wife and two beautiful young daughters. He enjoys spending time with his family, watching movies. He is passionate about dog shows and studies the standard breeds.

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Fabiano Lima

Business Operations Specialist

Fabiano Lima is Business Operations Specialist at Proxy Financial. Providing administrative support to the Brazil team, supporting internal and external processes. He is also responsible for capturing potential leads and providing a good customer experience on their journey with the company.

With more than 15 years of experience working in small, medium, and large companies – He started his career as a business cost analyst. He later migrated to the controlling and finance area, where he developed in budgeting, financial analysis, corporate reporting, and implementation of business intelligence software.

Fabiano has a degree in Economics from Federal University of Santa Catarina, a degree in Business Administration from University of Itajaí Valley, and a post-graduate degree in Corporate Finance from FGV/Management.

He was born in Florianópolis, State of Santa Catarina, southern region of Brazil. He currently resides in the city of Curitiba, State of Paraná, with his wife Clarisse and daughter Maria Luiza. He loves being with his family, meeting people and different places, traveling, and cooking – especially a typical Italian tomato sauce. Most important of all, Fabiano is in love with Jesus.

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Ricardo Gradin

Business Development Lead

CJ Davidson

Founder

CJ Davidson is the Founder of Proxy Financial.  In 2017 CJ left 10 years of institutional investment advisory service to start Proxy with the mission of creating a financial services firm that better respects the individual goals of its advisors while still serving clients at the highest possible level. In his role he is responsible for the overall direction of Proxy, looking forward to finding the best opportunities ahead.

In his spare time CJ enjoys traveling, exercise, cooking and spending time with his partner Alexandria and dog Kingston.

Bryan Caulkins

Co-Founder

Bryan Caulkins is the co-founder of Proxy Financial. He left corporate Wall Street behind to found Proxy in 2018 and pursue his dream of taking all of Proxy’s services internationally, to places devoid of true fiduciary care. He currently leads Proxy’s international strategy team. He also oversees and ensures all Proxy divisions comply with multiple regulatory bodies around the world, as well as everyone upholds Proxy’s elevated internal Ethics and Conduct codes. Bryan brings a very diverse experience having worked in different countries including Brazil, Chile, and Belgium. He is truly passionate about working with different cultures around the world.

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Paulo Loureiro

Business Development Lead

Paulo Loureiro, who graduated as Business Administration at IBMEC-MG, began his professional career as a trainee at Aquila Institute where he worked as a business consultant for several government and corporate projects in Brazil.

After that, he moved to capital markets where he has worked for 3 years as consulting partner for a financial planning company. He has provided consulting services for over R$10M with over 30 clients, organizing and creating portfolios according to their life objectives and strategies.

Later, he was called to be the manager of one of the biggest XP Investimentos advisors offices in Minas Gerais with a custody of R$2 BI where, for 2 years, analyzing XP Investimentos products and creating standardized portfolios for the entire office, operationalizing it along with the advisors to achieve office strategic performance.

In addition, he started his studies for CFA Level 1 and is currently studying for Series 65 with the goal of working in the American financial market.

He currently lives together with his wife and one child in Belo Horizonte MG/Brazil and is planning to move to Miami/ FL – USA in early 2022.

Imagine Wealth Partners

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Bryan Bravo

Director at Proxy Strategic Partners & Founder of Imagine Wealth Partners

Imagine Wealth Agency is a multi-service company dedicated to building a better tomorrow for business owners and high net worth employees. Mr. Bravo strongly believes in and practices advanced strategy formulation with the purpose of accomplishing short term, mid-term, and long-term goals. 

Aside from his professional duties, he feels a personal responsibility to serve his community through motivational speaking, community service and faith formation. He dedicated 4 years of missionary work in impoverished areas within Europe, Central America and Mexico City, Mexico. 

Bryan embraces personal growth and reflection. He holds a BA in Philosophy as well as a BA in Theology. His personal and spiritual life have always paralleled his professional endeavors.  His mantra is being of service to others.

Johanna Bravo

Director at Proxy Strategic Partners & Founder of Imagine Wealth Partners

Mrs. Bravo Accompanied by her team of professionals, aims to provide the best solutions to any company’s most challenging financial obstacles. With over a decade of collective experience in finance. She consistently claims her spot as “Top Producer” for the multiple financial institutions she utilizes. Praised by both her providers and her clients, Mrs. Bravo maintains the highest level of integrity when exercising her fiduciary responsibility. Rest assured that your goals are her top priority.

Josh Elstein

Director of Operations at Proxy Strategic Partners

Josh R. Elstein serves as the Director of New Business at Proxy Strategic Partners. In his role as Director, Josh is responsible for overseeing the day-to-day operations. Instilled with a strong sense of sales, service, and problem-solving skills, Josh effectively implements these integral assets in his role as Director of New Business. Josh is known to break down barriers in the brokerage sectors and not only meet, but exceed the expectations and end goals set before him. Josh is an ambitious and affable real estate professional, with over a decade of experience. His defining qualities of dedication and determination have distinguished him as a reputable force to be reckoned with in the real estate industry. In his most recent position of Developer and Investor, Josh lent expertise to other investors, and served as Special Advisor on select projects and for non-profit organizations.

Prior to this, Josh held a leadership role at ASH NYC (ASH), where he specialized in both asset management and acquisition. Josh created critical structural and operational standardization to daily business practices, while overseeing all property operations, financial analysis, and all other aspects of acquiring, refinancing, and selling assets. Over the course of his 9-year tenure with ASH, Josh increased revenue growth for boutique hotels, commercial and residential properties New York, Rhode Island, Detroit, and Baltimore.

It’s this solid foundation of commitment, coupled with his genuine care for his clients and their unique concerns that have catapulted Josh to the top of his field, leading him to cultivate an impressive rolodex of repeat clients, investors, contractors, lenders, and brokers.

Prior to transitioning into real estate, Josh owned and operated two successful restaurants and a catering company in Westchester County, New York, where he was born and raised.

Josh received classical training at the Culinary Institute of America and the New York Real Estate Institute and currently holds a Real Estate Brokers License. He currently resides in New York City with his wife, daughter and two puppies. He enjoys traveling and photography in his spare time

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.