As a seasoned Managing Partner with 18 years of experience, I specialize in advanced tax planning and wealth management. My expertise lies in advising high net worth individuals and entrepreneurs on strategic tax reduction and wealth preservation techniques, ensuring a lasting legacy for future generations.

Leadership and Affiliations

I serve on the board of the Entrepreneurs Organization as Finance Chair and contribute to the Alliott Global Alliance as a Business Development Committee member and Regional Advisor for Latin America.

Education and Certifications

I hold a degree in Finance from Florida International University and a Master’s in Accounting and Finance from Keller Graduate School of Management. As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), I possess a unique blend of financial expertise. I am fluent in both English and Spanish.

Professional Philosophy

My driving passion is to stay ahead of the competition, continually expanding my knowledge and finding innovative ways to deliver value to my clients and team. I encourage my team to push beyond their limits, exploring new possibilities and advancing their skills.

Personal Interests

Outside the office, you can find me riding waves as an avid kitesurfer and waterman. I enjoy spending time with my family, boating, spearfishing, and practicing mixed martial arts and weight training to stay active.