Meet the Team of Professionals

At the heart of our tax planning services is a dedicated team of financial strategists, tax advisors, and accountants. We blend experience with innovation to provide you with comprehensive and tailored tax solutions.

Agustin Romero
AR

Agustin Romero

CEO & Founder

Norma Moreno
NM

Norma Moreno

COO

Haley Nguyen
HN

Haley Nguyen

CPA / CFP

Richard Hermerding
RH

Richard Hermerding

MBA, CPA, CMA, CFE

Ed Hussein
EH

Ed Hussein

MBA, CPA

Iván Berrios
IB

Iván Berrios

IT Director

Alba Berrios
AB

Alba Berrios

Tax Manager

Jesús Soto
JS

Jesús Soto

Tax Resolution Specialist

Rolando Rodas
RR

Rolando Rodas

Strategic Marketing Director

Our experts don't just crunch numbers; they craft financial strategies to optimize your tax position, ensure compliance, and drive your financial goals forward. With a deep understanding of local and international tax laws, we navigate the complexities so you can focus on what matters most—growing your business.