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Meet the Team

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

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Jeremy D. Curtis
JD, MS, CFP®

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

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

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Carlos García CLF.
Executive Vice President
Wealth Strategist

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Iser Orozco
Legal Strategist Attorney

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Jesús “Jerry” Sifuentes, MBA
Director of Tax and Wealth Planning

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Irene Castillo
Accountant

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Jacqueline Quiles
Director of Operations

Lizbeth Quiles
Executive Assistant for
Wealth Advisors

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Diana Calderón 
Administrative Assistant 

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Paulina Campos

Legal Strategist Attorney

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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.

https://deforest.mx/en/

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