Pablo is the General Manager of the firm and a seasoned financial executive with decades of experience delivering practical financial solutions for individuals, entrepreneurs, and growing businesses. He has held senior leadership roles at medium to large financial institutions, where he successfully led operations, strengthened compliance frameworks, and improved overall financial performance.

With a strong background in financial underwriting, tax preparation, and internal auditing within large private-sector organizations, Pablo brings a results-driven and detail-oriented approach to every client relationship. His expertise allows him to simplify complex financial matters and provide clear, actionable guidance tailored to each client’s goals.

Pablo earned his Bachelor’s degree from Benedictine University. Under his leadership, the firm offers a full suite of services—including tax preparation, international money transfers, and startup business consulting—designed to support clients at every stage of their financial journey. He is committed to professionalism, accuracy, and personalized service, helping clients move forward with confidence.

Vanessa serves as Director of Operations, bringing extensive experience in financial operations, compliance, and risk management to the firm. She has worked as a fraud specialist at leading large financial institutions, where she developed deep expertise in fraud detection, prevention, and regulatory compliance within high-volume financial environments.

In addition to her fraud and compliance background, she has significant experience managing and processing payroll for large organizations, ensuring accuracy, timeliness, and adherence to regulatory requirements. Her strong operational skill set supports efficient internal processes and consistent, reliable service delivery for clients.

She holds a degree in Business Management and maintains professional HR certifications, equipping her with a well-rounded understanding of workforce operations, employment practices, and organizational compliance. Fluent in English and Spanish, she plays a vital role in serving a diverse client base and supporting clear, effective communication.

As Director of Operations, she is committed to operational excellence, data security, and client-focused service, helping ensure the firm delivers dependable, compliant, and high-quality financial solutions.

Alexia is a key member of our client services team and the welcoming face of the firm. As the first point of contact, she helps set the tone for a professional, efficient, and stress-free client experience.

Alexia excels at guiding clients through the initial steps of our services—scheduling appointments, coordinating documentation, and ensuring every inquiry is handled promptly and with care. Her strong communication skills and proactive approach help clients feel confident and supported from their very first interaction.

With a focus on responsiveness, organization, and exceptional service, Alexia plays an essential role in ensuring clients receive timely assistance and a seamless experience. Her commitment to client satisfaction helps turn first-time inquiries into long-term relationships.