Whether you’re building credit, sending money home,
planning for the future—we simplify your financial goals.


As a seasoned banker turned retiree, I bring decades of hands-on experience in navigating complex financial landscapes. My career has equipped me with deep insights into banking, investment, and wealth management—knowledge I now dedicate to helping individuals and families achieve their financial goals.
Beyond technical expertise, I offer unique cultural fluency. Fluent in multiple languages and deeply connected to diverse communities, I understand the financial needs and aspirations of people from various backgrounds, including those in the diaspora. My personal experience bridging cultures allows me to provide tailored advice that respects your values, traditions, and long-term vision.
By working with me, you gain a trusted advisor who combines professional excellence with genuine community ties—someone who not only understands the numbers, but also the people behind them.
We offer flexible options, which you can adapt to the different needs of each project.
Budgeting
Credit building
Retirement planning
U.S. banking
Basics of U.S. investing
Real Estate
Diaspora Investment Vehicles
Business formation
Lending advice
SBA Navigation
Financial Forecasting
Tax strategies
Dual-Country Asset Planning
Remittance Optimization
Culturally tailored financial literacy programs in-person or virtual
We offer flexible options, which you can adapt to the different needs of each project.
Access to 20 exclusive Études Articles per month.
Weekly print edition.
Exclusive access to the Études app for iOS and Android.
Access to 20 exclusive Études Articles per month.
Weekly print edition.
Exclusive access to the Études app for iOS and Android.
Access to 20 exclusive Études Articles per month.
Weekly print edition.
Exclusive access to the Études app for iOS and Android.
Access to 20 exclusive Études Articles per month.
Weekly print edition.
Exclusive access to the Études app for iOS and Android.
Hear from our valued clients about how our financial expertise has helped them achieve their goals and secure their futures.
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