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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

Iser Orozco
Legal Strategist Attorney
Jesús “Jerry” Sifuentes, MBA
Wealth Strategist

Irene Castillo
Accountant
Jacqueline Quiles
Executive Assistant

Lizbeth Quiles
Executive Assistant for
Wealth Advisors

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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