05 · Your advisory team

The people behind your strategy.

Three friends. One mission: helping real estate investors make thoughtful decisions with confidence.

Thanh “Jason” Huynh, CPA, Founder & Principal Tax Strategist
01

Strategic judgment

Thanh “Jason” Huynh, CPA

Founder & Principal Tax Strategist

With 16 years of experience across public accounting, private industry, auditing, and tax advisory, Jason brings a rare depth of technical range to every engagement. He began his entrepreneurial path five years ago with Empyreal Group LLC, then went on to found Phænix Advisory Services in 2026. Today, he leads complex tax strategy, guides major client decisions, and provides final review on every Phænix advisory engagement.

Emiliano Caballero, Finance Manager
02

Financial execution

Emiliano Caballero

Finance Manager

Emiliano has spent 6 years building his career in finance, working with a wide range of clients including managing multiple rental properties for small and mid-sized entities. At Phænix, he oversees financial execution and bookkeeping, supports tax preparation, and drives implementation across client engagements.

Ray Lomeli, M.A., Business Development Manager
03

Client guidance

Ray Lomeli, M.A.

Business Development Manager

Ray holds a master’s degree in a psychology-related field, bringing a people-first lens to every client relationship, one that fuels Phænix’s mission of making expert tax guidance both accessible and personal. He leads client acquisition and growth strategy, connecting individuals and businesses with tax advisory solutions built around their needs.

Individual expertise. Real guidance.

Phænix Advisory Services

Unified around your long-term success.

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