THE TEAM

Meet the Experts Behind Lookahead.

Your strategic finance, tax, and wealth advisors — all under one roof.

Kathy Gregory

For nearly 30 years, I’ve helped businesses take control of their financial future through custom models and forecasting. I focus on clarifying key metrics, removing constraints, and building actionable plans that bring clarity to everyday decisions and long-term goals.
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Lorilyn Zabransky

For over a decade, I’ve guided hundreds of individuals and businesses through tax planning, compliance, and growth. I help clients minimize liabilities, make sense of complex decisions, and build long-term strategies for wealth and success.
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Max Morgan

With experience ranging from large asset management firms to startups, I specialize in helping executives plan, run, and scale operations — including retirement, education, and generational wealth planning. My goal is to deliver clear, actionable roadmaps that support every stage of growth.
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Peter Gregory

With more than 25 years of experience — from the U.S. Nuclear Navy to GE Aerospace to leading small businesses — I bring a unique operational lens to financial planning. I help clients understand their numbers, plan strategically, and unlock new opportunities for growth.

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It's time to start building. — Let's get to work.