Professional Summary

I am an Independent Strategic Financial Consultant with more than 25 years of executive experience in corporate leadership and advisory roles.

My background includes service as CEO, CFO, and senior consultant across multiple industries and jurisdictions. I work with individuals, business owners, and international clients seeking structured, disciplined financial guidance.

I do not manage assets or promote proprietary products. My role is to help clients evaluate, structure, and coordinate financial decisions across institutions.

My Advisory Philosophy

My advisory work is independent and non-discretionary.

I focus on structure rather than product distribution, working alongside clients — and, when appropriate, alongside their existing financial institutions — to ensure alignment with broader financial objectives. When appropriate, I may assist with coordination or referrals to trusted professionals.

My approach is grounded in long-term strategic thinking, disciplined evaluation, and coordinated decision-making.

International & Executive Perspective

Having worked across multiple industries and jurisdictions, I bring an international perspective grounded in executive leadership experience.

My background includes senior roles in corporate finance, capital structure analysis, and strategic decision-making in both the United States and Latin America.

This experience allows me to understand the institutional side of financial decision-making — and to help clients navigate cross-border considerations and multi-institution relationships with clarity and structure.