Meet the Team Behind Learn and Grow Rich

Our team is dedicated to empowering entrepreneurs, building wealth, and creating lasting impact. Get to know the experts who will help you scale your business and transform your life.

Our Leadership Team

Led by Experience, Driven by Purpose

At Learn and Grow Rich, our leadership team is the backbone of everything we do. Each member brings unique expertise, diverse perspectives, and a shared commitment to empowering entrepreneurs like you. We’re passionate about seeing our clients succeed and work closely with them to create customized strategies that meet their needs.

Our leadership is driven by a strong purpose: to provide world-class consulting at Main Street pricing and empower business owners to reach their full potential. Together, we make your success our mission.

Zach Oehlman

Founder & CEO

Founder of Learn and Grow Rich, Zach’s vision is to empower entrepreneurs through financial education and strategic growth.

Zach Oehlman, the founder of Learn and Grow Rich, is a passionate entrepreneur, financial strategist, and philanthropist. With over 20 years of experience scaling businesses, Zach knows firsthand what it takes to overcome the challenges of entrepreneurship. From his humble beginnings on a farm in Indiana to leading multi-million-dollar companies, Zach is committed to helping others achieve financial freedom, build wealth, and make a meaningful impact on the world.

  • Specialty: Strategic Business Scaling, Financial Freedom, Legacy Building

  • Fun Fact: Zach has lived in 24 countries and is a passionate motorcycle enthusiast.

sumary Oehlman

Founder

Visionary Leader Committed to Empowering Entrepreneurs Worldwide

Sumy is one of the foundational forces behind Learn and Grow Rich. With a passion for business development, community building, and empowering others to succeed, she has been instrumental in shaping the vision and impact of the company. Sumy’s strategic thinking and dedication to excellence have helped hundreds of entrepreneurs gain the confidence, clarity, and financial education needed to thrive.

She brings a unique perspective to the leadership team, blending business strategy with heart-centered mentorship. Sumy’s commitment to creating meaningful change in the lives of business owners reflects Learn and Grow Rich’s core mission: to help people build generational wealth while living fulfilling, purpose-driven lives.

  • Specialty: Business Strategy, Community Leadership, Empowerment Initiatives

  • Fun Fact: Sumy loves traveling the world and finds inspiration by learning from different cultures and entrepreneurial communities.

Paula Giraldo

Chief Operating Officer

Driving Operational Excellence Through Systems, AI, and Scalable Strategy

Paula Giraldo is the powerhouse behind the operations at Learn and Grow Rich. As our Chief Operating Officer, she ensures that every system, team, and process runs with precision and purpose. With over 5 years of experience in senior leadership roles, Paula brings a rare blend of technical brilliance, strategic thinking, and people-first leadership to the table.

  • Specialty: Beyond systems and tech, Paula is a true leader. She’s passionate about building strong teams, driving high performance, and creating environments where people and businesses thrive.

  • Fun Fact: Paula has five cats, and yes—they keep her company, and they definitely keep her busy. When she’s not building automation workflows or optimizing our systems, she’s probably negotiating with her feline board of directors.

Our Dedicated Team Members

A Team of Experts Working Together to Help You Succeed

At Learn and Grow Rich, our success is powered by a team of specialists who are experts in their respective fields. Each member plays a critical role in helping our clients scale their businesses, optimize their operations, and create lasting wealth. With years of experience in business, finance, marketing, and more, our team works together to bring you holistic solutions for growth.

Karen Aliberti

Sales Manager

Helping Entrepreneurs Find the Right Path to Growth and Success

As Sales Manager at Learn and Grow Rich, Karen is passionate about connecting entrepreneurs with the programs, tools, and support they need to succeed. With a background in client relations and business development, Karen excels at understanding each entrepreneur’s unique needs and guiding them to the right solutions.

Karen’s approach is built on trust, authenticity, and empowerment. She’s not just about closing deals—she’s about building relationships and helping entrepreneurs realize their dreams. Her dedication to service and her deep understanding of our programs make her a trusted partner for every client looking to grow with Learn and Grow Rich.

  • Specialty: Client Consultations, Sales Strategy, Business Development

  • Fun Fact: Karen has a passion for outdoor adventures and enjoys spending her free time hiking and exploring nature.

Juan Paz

operations manager

The Systems Architect Behind Our Seamless Client Experience

Juan is the Operations Manager at Learn and Grow Rich, ensuring that every part of our client experience runs smoothly and efficiently. With a background in operational systems, business administration, and project management, Juan brings a systems-driven approach to the team, allowing us to deliver world-class support to our clients consistently.

Juan’s expertise lies in building scalable systems that free up entrepreneurs' time so they can focus on growth and fulfillment. His work is at the heart of making sure that the Learn and Grow Rich community has the structure and support it needs to thrive. Every process, every touchpoint, every client journey—Juan is behind it, making it better every day.

  • Specialty: Systems Development, Process Optimization, Client Experience Management

  • Fun Fact: Juan is passionate about technology and innovation—and he's also an accomplished guitarist in his free time!

JAZZ lAPITAN

Creative Director

The creative force behind our content, Jazz ensures every word and visual we put out is on-brand, impactful, and impossible to ignore.

Jazz Lapitan brings a unique blend of journalism, digital marketing, and creative direction to Learn and Grow Rich. With a background in content writing, paid advertising, and project coordination, Jazz leads all content development efforts across platforms—working closely with the design team to deliver educational, trendy, and high-converting content. Whether it's writing scripts, managing paid ads, editing videos, or building dashboards, Jazz brings a “figure it out” energy that fuels the team’s creative edge.

  • Specialty: Content Writing, Paid Ads, Dashboard Building & Video Editing

  • Fun Fact: Jazz is a film photography lover who enjoys capturing people and places through a vintage lens.

maga urdaneta

Head of Design

Maga transforms our marketing strategies into well-designed and beautiful graphic pieces, ensuring that we communicate visually.

Maga is an expert in graphic design, specializing in designing marketing funnels and social media pieces that communicate visually to the right audience. With her experience in content creation, website design and brand development, Maga

ensures that the Learn and Grow Rich clients get beautiful, effective and visually cohesive graphic material to enhance their message and elevate the level of their business. She's commited to use her magical design skills and creativity in every marketing project she works on.

  • Specialty: Funnel & Website Design, Content Creation, Marketing Graphic Material

  • Fun Fact: Maga is an art and crafts enthusiast and is currently taking pottery classes.

Our cpa Team

Nikhil Mehta

Head of Operations

Nikhil oversees the entire operations of our CPA team. He ensures that all project scopes, timelines, and budgets are finalized in collaboration with our account managers. With a sharp eye for quality control and strategic efficiency, Nikhil supervises the delivery process and provides leadership across the team to ensure every client receives accurate, timely financial services.

Shubham Bokadiya

Tax Manager

Shubham leads all things tax at Learn and Grow Rich. From federal to state to franchise filings, he and his tax team handle each client’s compliance with precision. His role ensures that deadlines are met and that every return is properly reviewed and filed, keeping our clients compliant and stress-free during tax season.

Utkarsh Joshi

Project Manager

Utkarsh manages our partnership with Modern Pure Air, leading a dedicated team focused on accurate and consistent bookkeeping. From coordinating deliverables to team oversight, Utkarsh ensures seamless communication and on-time financial reporting for this specialized client account.

Chanchal Rathi

Project Manager

Chanchal manages our accounting projects on Zoho Books, with a current focus on ACIPs. She leads a junior team, reviews financials, and maintains direct communication with the client to ensure accuracy and alignment with project goals. Her role continues to grow as she takes on additional accounts.

Satish Pandhare

Project Manager

Satish oversees multiple client accounts, including Arbin and Boomin Brands. He works directly on the books, manages categorization, and ensures each set of financials is reviewed and delivered properly. Satish is both hands-on with client work and a key point of contact for internal collaboration and support.

Sandesh Malpani

Account Manager, Onboarding

Sandesh is the first point of contact for all new CPA clients. He leads the onboarding process by assessing project needs, collecting financial access, scoping volumes, and preparing initial quotes in consultation with Nikhil. Sandesh also manages accounts that do not yet have an assigned project manager, reviewing and delivering financials as needed.

Akash Nigade

Senior Accountant

Akash plays a central role in our monthly bookkeeping execution. He handles transaction categorization, bank reconciliations, bill and invoice processing, and CSV imports. With the ability to independently manage accounts, Akash also collaborates with senior managers for reviews when needed to ensure every file is polished and precise.

Ganesh Bende

Senior Accountant

Ganesh is a key member of our accounting team, responsible for the hands-on execution of client books. From processing bank feeds and vendor bills to recording customer invoices and monthly reports, Ganesh works independently and collaborates with project managers for quality review and ongoing support.

Learn And Grow Rich Principles

Learn And Grow Rich’s guiding principles are provided below. We use these when making decisions to guide us in the right direction when working with each other and with clients.

Intention:

We agree to operate with intention in everything we do.

Personal Responsibility:

We agree to take personal responsibility for our success and will ask for help when we need it.

Integrity:

We agree to operate with integrity in everything we do inside and outside of the Community. We agree that we can be removed from the Community if we do not operate with integrity. This will be left to the sole discretion of the leadership.

Dream Big:

We agree to dream big and focus on vision boarding.

Do The Work:

We agree to do the work necessary to accomplish our goals.

Deliver A 5 Star Experience:

We are committed to excellence in all aspects of our businesses

Learn And Grow Rich Culture

It is one thing to have your vision and values written down and it is something completely different to live by them. Once you start living by your vision and values you start creating a company culture that demands others to follow. Culture is the shared set of values, beliefs, and practices that shape how we think, act, and interact as a community, as a company, and as a society.

At Learn and Grow Rich, our culture reflects our commitment to fostering growth, supporting one another, and creating meaningful impact through education, empowerment, and giving back.

It is the foundation that aligns our purpose with our actions, ensuring we thrive together as we build a better future. We are a culture of excellence, demanding the highest performance from our team members because we believe in living with purpose and aligning work with passion. High performers are integral to our mission—people who not only strive for greatness in their roles but also embody the values we stand for. In return, we provide exceptional opportunities and highly competitive compensation to reward the remarkable results they achieve. By surrounding ourselves with driven, purpose-oriented individuals, we create an environment where both our team and our community can thrive at the highest level.

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DISCLAIMER: The sales figures stated on this page and discussed in the training curriculum are our personal sales figures and in some cases the sales figures of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate them (or do anything for that matter). The average person who buys “how to” information gets little to no results. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT PURCHASE FROM US.