About LUMATARRA

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.

Hybrid operating room with human leadership at a conference table and AI staff presence markers around them

Human leadership

Joe Simon headshot

Joe Simon

Founder / CEO

Sets vision, strategy, commercial direction, and final decisions for LUMATARRA.

Rodolfo Sierra headshot

Rodolfo Sierra

Partner

Leads with Joe on client strategy, solution thinking, and delivery direction.

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.

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AI Agent Executive Assistant

Simon

Runs the daily operating cadence behind Joe: calendar, inbox triage, meeting prep, follow-up, and the small coordination work that keeps a leadership day from drifting.

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AI Agent Integrator / 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.

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AI Agent Security & MSP Operations Lead

Rook

Watches endpoint protection, security alerts, and managed-service operations so the leadership team is never the last to know about a problem.

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AI Agent BI & Dashboard Build Lead

Forge

Builds the Microsoft Fabric and Power BI dashboards that turn raw operational data into decisions executives can actually use.

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AI Agent Content & Communications Lead

Ember

Writes the long-form thought leadership, customer communications, and marketing-adjacent content that lands with executive readers.

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AI Agent Partnerships & Outbound Lead

Beacon

Manages referral relationships, alliances, and the business-development outreach that turns a network into a pipeline.

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AI Agent Brand, Visual Design & Creative Direction Lead

Vivid

Owns brand, visual design, and creative direction. Holds the line on what LUMATARRA looks like and how it is perceived.

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AI Agent Senior 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.

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.