Planning



Senior Consultant

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Overview As a senior consultant, Morgan brings experience doing financial analysis, particularly around building and forecasting profit and loss statements. He has expertise in understanding the numbers, and their interaction, in an operational context to ensure that the figures are practical, realistic, and ultimately achievable. Prior Experience In addition to consulting for Schultz & Williams, […]

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Project Manager

Overview As a member of Schultz & Williams’ strategic planning team, Maurisa serves as a point of contact between S&W consultants and clients, ensuring that project milestones are met. Her interest in implementation, strategic planning, and desire to help her community eventually led her to S&W. Prior Experience Before joining S&W, Maurisa worked as an […]

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Consultant

Overview So is part of Schultz & Williams’ strategic planning team and is responsible for assisting our consultants on projects that aid a variety of nonprofit work. Her responsibilities include serving as a point of contact and an intermediary between S&W consultants and clients and contributing to strategic planning steps for successful project completions. So’s […]

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Senior Financial Analyst

Overview For nearly three decades, Milton Westray has used his knowledge, expertise, and experience to assist nonprofit organizations with the many facets of accounting and business planning in order to help them achieve their mission and program goals. Milton is currently a consultant and financial analyst at Schultz & Williams. Prior Experience Milton chose to […]

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Vice President

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Overview Lauren leads the strategic and business planning practice at Schultz & Williams. With expertise in research and facilitation for strategic decision-making, Lauren and her team provide clients with a roadmap to achieve their goals through highly engaging, inclusive, and iterative processes. For clients considering shifting their operational model, she and her team provide strategic […]

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