Business Planning & Forecasting
Kathy Gregory
“I’m passionate about uncomplicating finances and giving business owners the right information to make confident decisions.”
For nearly 30 years I’ve guided businesses to take charge of their financial health. I develop customized financial models and forecasts so they can see what their financials truly are—the story of their business. A narrative that you can read and understand the impact of every single business decision.
It’s my mission to help you see the path forward for your business. I will help you make sense of critical metrics, account for limitations, and take hold of opportunities. Together, we’ll develop a plan that takes the stress out of everyday decisions, so you can sleep soundly knowing you’re on the right track.
Tax & Accounting
Lorilyn Wilson, CPA, PFS
“I’m focused on fostering a community of financially empowered businesses and individuals.”
Over the past decade, I’ve guided hundreds of taxpayers in growing their businesses and wealth, while securing significant tax savings year over year. These results are only possible through a personalized approach to client engagement, thoughtful analysis, and commitment to making complex financial concepts clear and actionable.
This starts by addressing a common pain point—excessive tax liabilities. Outside of tax compliance, I’ll work closely with you to create a personalized tax strategy designed to reduce your tax burden and open doors to long-term wealth-building opportunities.
Want a glimpse into the dedication, energy, and expertise you get with me as a tax professional and advisor? Check out my bite-sized accounting insights on TikTok.
Financial Planning & Wealth Management
Maximillian Morgan
“My mission is to give individuals the confidence they need to retire with dignity and surety.”
My journey from a boutique Seattle hedge fund through roles in private equity and comprehensive financial planning has shaped my expertise in guiding families toward their financial aspirations. I combine sophisticated investment strategies with clear communication to empower informed financial decisions.
From retirement planning to education savings and generational wealth building, I craft personalized roadmaps that transform complex financial concepts into actionable strategies. I aim to ensure you understand your financial path and feel confident navigating it.
Outside work, I enjoy coaching youth sports, playing golf, and cheering on my daughter at gymnastics competitions.
Business Strategy
Peter Gregory
“Let’s work together, to eliminate uncertainty, optimize operations, and chart a clear path towards your goals.”
For over 25 years, I’ve navigated the complex landscape of business innovation and financial management. My journey from U.S. Nuclear Navy Officer to software engineer at GE Aerospace, and then to leadership roles in various companies, has equipped me with invaluable insights into the challenges and opportunities that small business owners face in today’s dynamic market.
It’s my mission to empower you with the financial clarity and stability your business needs to thrive. I specialize in crafting tailored financial plans and forecasts that tell the true story of your company’s finances.
By partnering with me, you’ll gain the confidence to make informed decisions, navigate challenges, and seize opportunities. Let’s secure a prosperous future for your venture, allowing you to focus on what you do best – growing your business.
