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Meet the Team

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Sergio Jiménez, Esq., CFP.
Founder and CEO
Corporate, Wealth, and Tax Counsel


Iván Ramirez, Esq. 
Of Counsel Attorney 
Estate Tax Planning 
Asset Protection Planning


Mark K. Vásquez, MBA, Esq. 
Of Counsel Attorney 
International Business

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Jesús “Jerry” Sifuentes, MBA
Wealth Strategist

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Liliana “Lily” Jiménez


Jacqueline Quiles
Executive Assistant


Strategic Support Partner

Sergio Jimenez has an of-counsel relationship with DeForest Abogados. DeForest supports the Firm with
over 90 specialized attorneys in Mexico, United States, Germany, France, and China.

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