Control Tower
II.Client · engagement
Hafnia Financial
The full engagement picture — portal, meetings, open work, contacts, and one-click actions, pulled live from Convex, your memory graph, the vault, and Linear.
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2
Open issues
23
Completed
3
Engagements
2
Contacts
Quick actions
Create work or prepare client comms. Client-facing messages are drafted and held for your approval — nothing goes out until you approve it.
Buttons marked draft queue a message for your approval — nothing is sent to the client until you click Approve & Sendbelow. Create task & Schedule act immediately (internal).
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Meeting notes & transcripts
Recent Fireflies → Obsidian meeting notes for Hafnia Financial. Expand a note to read it; tap Transcript for the full Fireflies recording.
Reading meeting notes…
Open tasks & goals
Linear · live
Key contacts
Sean Gelt
sean@hafniafin.com · +18589268708
Sean Gelt
CCO / Registered Investment Advisor Representative
Jan Gleisner
President / Investment Advisor Representative
Engagements & projects
hafnia-financialstarted
hafnia-financial
hafnia-financial-portal
Recent decisions & discoveries
Confirmed gabe s login details(2026-03-06)
Confirmed setup of seven agents on one device with multiple(2026-03-06)
Inability to edit entries in ui confirmed(2026-03-06)
Hafnia vercel transition(2026-04-09)
Dei signed contract financial terms(2026-04-11)
Convex notebooklm(2026-05-06)
Hafnia Financial Blog Articles
Service Offerings
Hafnia Financial Services
Content Lifecycle Workflow
Auto-Reboot Failsafes
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Recently shipped
AI-8193URGENT: Add website disclosure footer to all Hafnia pagesDoneAI-7410[Hafnia] Post Sean's 3 reviewed articlesDoneAI-7421[Hafnia] Implement 4-day review process for website changesDoneAI-7420[Hafnia] Establish single email contact for SeanDoneAI-7419[Hafnia] Apply Sean's 3 attachment website adjustments from Dec 16DoneAI-7418[Hafnia] Send actual ebook PDF to Sean for compliance reviewDoneAI-7412[Hafnia] Update Sean's profile photoDoneAI-7409[Hafnia] Fix Sean's portal login accessDoneAI-7738[Hafnia] Create Sean Gelt portal login accountDoneAI-7737[Hafnia] Fix SEMrush snapshot cron — no data files existDoneAI-7739[Hafnia] Remove GHL proxy — switch fully to Vercel directDoneAI-7417[Hafnia] Verify office address is correct everywhereDone