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. With additional expertise in operations, he can also be engaged […]

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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. Her responsibilities include serving as a point of contact between S&W and clients as well as providing strategic insights and support for successful project completions. So’s interest in shaping and implementing policy led her to begin her work in the nonprofit sector. Working with […]

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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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