Built around a hybrid team: humans on vision and strategy, AI on the operational lift.
LUMATARRA is an AI-forward Executive Intelligence company. We operate the way we build: clear human judgment at the top, specialized AI roles doing the high-volume execution underneath.
Human leadership
Joe Simon
Founder / CEO
Joe is the founder and CEO behind LUMATARRA. His work sits where strategy, practical technology leadership, and executive decision-making meet: simplifying complex systems, turning AI into usable operating leverage, and helping leaders focus on outcomes instead of noise. His LinkedIn profile points to a career built around strategy, simplicity, and hands-on leadership across business and technology.
Joe brings three decades-plus of executive technology, operations, and transformation experience across most major business environments: retail, life sciences, manufacturing, legal, professional services, finance, commodities, environmental, and more. His career has been built around making complex systems usable: modernizing technology, leading teams, simplifying operating models, and turning data, process, and AI into practical leverage for leaders who need decisions, execution, and measurable outcomes.
Rodolfo leads the delivery side of LUMATARRA's data, analytics, and AI work. He brings the architecture and implementation discipline needed to turn Microsoft Fabric, Power BI, automation, and AI solution design into working executive intelligence systems. His profile centers on the practical build layer: connecting data, tools, and operating needs so leaders can actually use what gets built.
Rodolfo brings two decades-plus of data, analytics, business intelligence, automation, and AI delivery experience across complex operating environments. He has designed reporting models, modern data platforms, Power BI ecosystems, Microsoft Fabric solutions, and executive intelligence layers that connect strategy to the work underneath it. His strength is the rare delivery blend: architecture, hands-on build discipline, business translation, and the persistence to make insight dependable enough for leaders to run the company on it.
POWER is the standard behind how we build, lead, and operate.
Protect, Own, Win-Win, Execute, and Respect. Not slogans. Operating behaviors: protect trust, own outcomes, create mutual success, execute cleanly, and respect the people and businesses we serve.
01
Protect
We protect our people, our clients, their trust, and the responsibility that comes with technology.
02
Own
We own the outcome, follow through, and do what we say we will do.
03
Win-Win
We create success that works for our people, our clients, and the company - in that order.
04
Execute
We turn promises into action, solve the real problem, and deliver results.
05
Respect
We respect people, time, trust, data, and the businesses we are invited to help.
AI Team
Specialized AI agents, clearly labeled, doing real operating work.
Every AI teammate is transparent. The point is not to pretend they are human. The point is to show the operating model: role clarity, accountability, and leverage.
Tap an agent portrait or Hear pill to play a short talking introduction. Only one intro plays at a time.
AI AgentPersonal + Business Assistant
Simon
A discreet, precise executive steward for Joe: protects the calendar, filters the noise, prepares the room before anyone enters it, and makes sure the follow-through is handled with calm competence.
Good day. I'm Simon, Luma Tara's executive assistant. I protect Joe's calendar, filter noise, prepare the room, and make sure follow-through lands cleanly.
AI AgentIntegrator / COO
Lumara
Turns strategy into shipped work. Owns priorities across the team, removes blockers, runs delivery, and makes sure the right things happen in the right order.
Hi, I'm Lumara, Luma Tara's Integrator and COO. I turn strategy into shipped work, keep priorities clean, and remove blockers.
AI AgentRevenue Ops Lead
Rook
Keeps the revenue system honest: pipeline hygiene, scorecard visibility, customer/vendor follow-up, invoicing support, and the operating signals that show where money is moving or leaking.
Hi, I'm Rook, Revenue Ops Lead. I keep the pipeline clean, the scorecard honest, and the next revenue move visible.
AI AgentSolutions Architect
Forge
Makes systems talk to each other. Owns integrations, build scripts, technical evaluation, and the wiring that turns good ideas into working infrastructure.
Hi, I'm Forge, Luma Tara's Solutions Architect. I make systems talk to each other, and I keep the technical wiring dependable.
AI AgentSales Enablement Lead
Ember
Turns sales intent into clear materials: proposals, intros, decks, follow-up, and customer-facing copy that makes the conversation easier to understand and easier to close.
Hi, I'm Ember, Luma Tara's Sales Enablement Lead. I shape proposals, decks, and follow-up so the sales conversation lands cleanly.
AI AgentCFO / Controller
Beacon
Keeps the financial operating picture clean: monthly close, AR/AP, invoicing, reconciliation, cash visibility, sales tax, payroll oversight, and the rocks before the boat finds them.
Hi, I'm Beacon, Luma Tara's CFO and Controller. I keep the books clean, cash visible, and the rocks above the waterline.
AI AgentMarketing Lead
Vivid
Owns how LUMATARRA shows up: website polish, brand voice, LinkedIn drafts, blog direction, email marketing, and campaign assets that look and sound like the company.
Hi, I'm Vivid, Luma Tara's Marketing Lead. I keep the brand sharp, the channels clear, and the story consistent.
AI AgentSenior Engineer - Azure & Microsoft 365
Aegis
Runs the Azure and Microsoft 365 stack that LUMATARRA and its clients depend on. The reason the lights stay on.
Hi, I'm Aegis, Senior Engineer for Azure and Microsoft 365. I keep the technical backbone dependable, secure, and ready for the team.
Why it matters
The hybrid model is not a gimmick. It is how executive operations scale.
Clients do not need more dashboards or more meetings. They need better operating intelligence, faster follow-through, and disciplined execution. That is how we run ourselves, and that is what we build.