Our Team

Managing Partner

Roger has spent the past 41 years working in International Banking and life insurance based strategies. After spending thirteen years in Madrid and Mexico City as The Representative and General Manager for The Bank of New York, Roger Eth returned to the United States and had taken a position as a Managing Partner at Global Succession Planning, LLC which has strategic alliances with RDK Advisors/ San Antonio, National Brokerage Atlantic/Miami, Global Insurance Solutions Group/Philadelphia, Simplicity Group-UFC/Clearwater FL and NFG/Denver. Roger specializes in providing customized estate planning/ insurance-based solutions to a select clientele.

As a completely independent insurance producer, Roger has ranked within the top 1% of all agents at Lincoln Financial Group. Working closely with each client, listening, and understanding the clients’ needs and tailoring a solution to fit their requirements is his primary objective.

Roger graduated from the University of Wisconsin Madison in May 1983 with a triple major in Economics, Ibero-American Studies, and Spanish. Upon graduating from Madison, he continued his studies at The Graduate School at Georgetown University in Washington D.C., receiving a Master of Arts in Latin American Studies, with a concentration in Economic Development in May 1985. During high school, college and graduate school, Roger studied abroad in Bogotá Colombia, Madrid Spain, and Quito Ecuador.

Roger has worked in international banking, investments, finance, and insurance solutions since 1985. He was also recently the San Antonio Chapter President for AFS (American Field Service); an international high school nonprofit exchange program. Additionally, Roger has recently served on the board of The Patient Institute and the Planned Giving Council at the University of the Incarnate Word in San Antonio.

Managing Partner

Mauricio has dedicated the past 43 years to rendering his services as an accomplished International Business Consultant to various enterprises engaged in transnational operations across the United States, Mexico, South and Central America, Europe, and Southeast Asia. His experience includes Corporate Strategy, Marketing, Business Development, Finance, Taxation and Insurance. He has contributed his consulting expertise to diverse industries, including Construction, Oil and Gas, Press, Banking, Entertainment, Information Technology, Real Estate, and Legal sectors, all at the international level.

He attended Culver Military Academy in Indiana during his high school years. Subsequently, he earned a Bachelor’s degree in Business Administration with a specialization in international business from the University of the Incarnate Word (UIW) in May 1982.

He served as executive assistant to the Chairman/President/CEO at United Press International (UPI), headquartered in Washington, D.C. Mauricio facilitated communication between Senior Management and external banking and legal associates.

He was Deputy General Director for Compañía Internacional Técnica (CINTEC) and Infraestructura de Ingeniería (INFRA) within the construction and projects realm.

He was also the Corporate Director of Operadora Seryna, S.A. de C.V. (Planet Hollywood Mexico).

Mauricio’s commitment to public service led him to senior roles within the Mexican government from 1994-2000. He initially served at the Secretaría de Hacienda y Crédito Público within the division of Secretaría de Ingresos. He was a founding member of the team that created SAT (Servicio de Administración Trubutaria). His final role was the Federal Tax Collections Administrator.

As an international business consultant, Mauricio has provided global representation for prominent U.S. law firms.

Mauricio also co-founded Asesores y Consultores ZCT, S.C. and Z. C. Tron y Petriccioli, S.C. in both Mexico City and Cancún, Q. Roo. These ventures offered services encompassing tax, accounting, financial, and corporate advisory.

Presently, Mauricio assumes the role of Managing Partner at Global Succession Planning, LLC which has strategic alliances with RDK Advisors/San Antonio, National Brokerage Atlantic/Miami, Global Insurance Solutions Group/Philadelphia, Simplicity Group-UFC/Clearwater FL and NFG/Denver. His primary focus lies in delivering innovative funding solutions geared towards succession planning and wealth preservation strategies. This commitment extends to catering to both individual and institutional clients, both domestically and internationally.