Our Team
#Team work makes the dream work#
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#Team work makes the dream work# 〰️
LILLY S., | (PRESIDENT / FOUNDER)
Business Administration, University of Texas in San Antonio, TX.
Business Administration, Edmonds College, Lynwood, WA.
Lilly comes from a wealth of industry experience and has proven to excel across diverse verticals.
While working at private organizations throughout her career, a characteristic that remained paramount is her passion and dedication in helping others.
She is a natural problem solver.
She breaks down complex business hurdles into digestible terms with tangible business solutions to achieve Business Intelligence.
In her personal time she loves travelling, photography, painting, and practice archery.
Yes, archery!
Lilly makes sure to hit her targets - whether it’s a bullseye or her client’s Business & Financial goals.
MARK W | CPA & FINANCIAL ADVISOR | BILINGUAL (CHINESE)
JOSE P., | BILINGUAL (SPANISH) DIRECTOR OF BUSINESS COMPLIANCE & BUSINESS INTELLIGENCE
BBA in Business Administration, University of Chicago Booth School of Business, London, UK
Jose specializes in researching, preparing, and filing all the official documents to businesses of all sizes (i.e., Entity Formation, Business Registrations, Amendments) accordingly.
Your diligence—or lack of—in adhering to the corporate formalities that apply to you can mean the difference between failing or succeeding in business.
His favorite aspect of his current role is the diversity of our clients encountered and the collaborative efforts to help Business Owners to be in compliance with the State & Regulations.
When Jose is not working, he is probably reading, listening to music, movies and travelling.
BBA & MBA in Accounting, Loyola University of Chicago.
Mark involves in helping Business Owners and companies troubleshoot and problem-solve. Providing expert advice aiming to improve performance.
He specializes in Business Intelligence, streamline business decisions in eliminating inefficiencies, increase revenue and adapt to market changes. With his in-depth Financial, Taxation, Business industry experiences and knowledge to advise clients on Financial strategies and execution.
He understands the Financial complexities that can make executives and professionals cautious. Executive compensation packages, fringe benefits, business ownership and business partnerships often complicate traditional financial planning strategies and require specialized Financial Planning for Executives.
Mark loves travelling, reading and writing in his spare time.