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Meet The Team
Sergio Jiménez
Esq. Tax LL.M., CFP
Founder and CEO
Corporate, Wealth, and Tax Counsel
Fernando Juárez
Of Counsel International Tax Attorney
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Iván Ramirez, Esq.
Of Counsel Attorney
Estate Tax Planning
Asset Protection Planning
Mark K. Vásquez, MBA, Esq.
Of Counsel Attorney
International Business
Jacqueline Quiles
Director of Operations
Jesús “Jerry” Sifuentes, MBA
Director of Tax and Wealth Planning
Iser Orozco
Corporate Manager
Andrés Bayardo
Legal Strategist Attorney
Paulina Campos
Legal Strategist Attorney
Irene Castillo
Accountant
Lizbeth Quiles
Executive Assistant for
Wealth Advisors
Diana Calderón
Administrative Assistant
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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