FOUNDING MEMBER, SCALEREV · FINANCIAL ADVISORS ONLY
I started as an insurance agent in 2008. Now I build the engines that put qualified retirement prospects on advisors' calendars.
In between, I built a company to $44M in revenue and sold it, managed $22M+ in media, and learned how demand actually gets built. Today all of it goes into one thing: exclusive appointments for licensed advisors.
THE PATH
Eighteen years, and it all led back to advisors.
2008
Insurance
I started as an agent and found out I was better at building the team than working the book. I spent years scaling sales organizations and learning what actually makes a producer produce. It's almost never what the training manual says.
THEN
Software
The tools agents and advisors needed didn't exist, so we built them. That became RouteGenius Hold Co.: AI integration, automated workflow, and custom systems for insurance agents, financial advisors, and operators.
MEANWHILE
Acquisition
I taught myself paid social because nobody was going to hand me the pipeline. No course, no agency, no mentor. Just spend, data, and years of being wrong in public until I wasn't.
MARCH 2020
The proving ground
I put all of it into a home services company, with my own capital and my name on the line. $44M in revenue over five years, built from nothing. Acquired in December 2025. It proved the engine works when it's your own money at risk.
NOW
ScaleRev, advisors only
I came back to the industry I started in. At ScaleRev, we build and run lead generation engines for licensed annuity producers: the advertising, the educational webinar, the qualification, the follow-up, and the appointments. Every one of them is exclusive to the advisor. It's my sole focus.
WHAT I DO NOW
I don't consult. I build the engine inside your practice.
Most advisors have been burned twice: once by leads sold to four other advisors the same morning, and again by an agency that ran everything out of its own account and left with it. What we build is different. It runs in your ad account, under your brand, with you on camera. The prospect raised their hand for you by name.
You keep your FMO, your carriers, and your broker-dealer. Nothing about how you write business changes. The engine goes live in about 14 days, and we run it with you week by week.
We build two of these a month, and I talk to every advisor before we build one.
FOR FMOs, IMOs AND REFERRAL PARTNERS
If you support advisors who can already close but need more of the right conversations, I'd like to meet you. The engine plugs into the relationships your advisors already have. It adds production without changing their contracts.
Every engagement runs through ScaleRev. That's the entity, the team, and the accountability.
See how the engine works at ScaleRev →WHERE IT STARTED
The first advisor on the engine was family.
Tim Dern of Mana Financial is my father-in-law. He was also the first advisor on the platform, and he's a big part of why it works. He sat through the early versions, told us what his prospects actually responded to, and helped us shape the offer we're now taking to advisors nationwide.
In his first five months, Tim wrote over $5 million in annuity premium and brought in about $3 million in AUM, on roughly $10,000 a month in ad spend.
I'm telling you he's family because you'd find out anyway, and you should hear it from me.
Hear the full interview at ScaleRev →Individual result. Not typical and not a guarantee of future production. Tim Dern is a ScaleRev client, is compensated for his endorsement, and is Paul Georgopulos's father-in-law. Outcomes vary based on each advisor's skills, experience, geography, advertising conditions, and other factors outside ScaleRev's control.
CO-FOUNDERS
Two operators. One unified growth engine.
Otto Martinez is the co-founder and managing partner of ScaleRev, working out of Miami. He came up running performance acquisition in South Florida — building the Meta and search campaign architecture, the lead-qualification funnels, and the daily mechanics that turn ad spend into customers.
At ScaleRev, Otto leads the performance advertising engine. I bring the software, the sales cadence, and the operating system underneath it. He brings the media and the funnels on top. It's one engine for advisors, run by the two people accountable for it.
See what we're building at ScaleRev →WHAT I OWN
Built and held, not advised on.
ScaleRev
Lead generation for financial advisors: advertising, qualification, and exclusive appointments, built inside the advisor's practice. The team behind it has managed $22M+ in media and built the systems behind nearly $400M in revenue for partner companies since 2020.
RouteGenius Hold Co.
Software for insurance agents, financial advisors, and operators. AI integration, automated workflow, and custom builds that take cost and friction out of the business.
AWAY FROM THE DESK
The reason any of it matters.
I've been married to Natalie for eighteen years. We have two sons — Jeremiah, twelve, and Levi, ten — and a dog named Charlie who has never once been useful and is beloved anyway.
I work out of Chicago and Miami. The travel is worth it as long as I'm home for the things that matter, and I've gotten unreasonable about protecting those.
WHAT I BELIEVE ABOUT THIS WORK
Revenue is a promise to somebody's family, not a number on a dashboard.
Do what you said you'd do, on the day you said you'd do it.
Nothing you build is worth what it costs if you lose your home getting there.
GET IN TOUCH
Tell me about your practice, or the advisors you support.
Advisors, FMOs, IMOs, and referral partners all come through the same door. I read every message myself. If there's a fit, I'll reach out to set up a conversation.