Partners & Leadership Team

Strategic Certified Public Accountant (CPA) and financial executive with 28+ years of experience advising international banks, credit unions, fintech firms, and government institutions across the U.S. and Latin America.

Recognized for transforming complex financial and regulatory challenges into actionable strategies that drive revenue growth, risk reduction, and operational efficiency.

Deep expertise in GAAP compliance, internal audit, tax strategy for the U.S. and Puerto Rico, ERP implementation, and financial systems modernization.

Trusted advisor to C-suite executives and boards on high-stakes financial decisions.

Roberto Vélez Medina, Esq., CPA, is a graduate of the University of Puerto Rico, Humacao Campus, where he earned a Bachelor's Degree in Business Administration with a concentration in Accounting.

He later earned his Juris Doctor degree from the University of Puerto Rico School of Law.

Throughout his professional career, he has worked as a tax specialist at recognized international accounting firms.

He has more than 25 years of experience advising individuals, business owners, and companies in the areas of taxation, accounting, entrepreneurship, and business-related legal matters.

CPA Lauriane de Jesús Sierra is a graduate of the University of Puerto Rico, Humacao Campus, where she earned a Bachelor's Degree in International Commerce with a minor concentration in Accounting.

She has more than 15 years of professional experience in accounting, taxation, entrepreneurship, and financial consulting.

Throughout her professional career, she worked at several accounting firms, where she gained extensive experience advising individuals, business owners, and companies across multiple industries.

Since 2020, she has practiced independently, offering specialized services in accounting, tax compliance, financial planning, and business consulting.

She is distinguished by her commitment to excellence, personalized attention, and practical approach to helping entrepreneurs and professionals achieve their financial goals.

Her experience includes the preparation and analysis of financial statements, tax compliance, management consulting, and the development of strategies aimed at strengthening business profitability, stability, and growth.

As a speaker and business advisor, she shares practical knowledge and tools that help entrepreneurs make informed decisions and develop more efficient, profitable, and sustainable organizations.