Achieve your financial goals
Unlock your financial potential by exploring undiscovered opportunities and implementing strategic planning, allowing you to optimize growth and attain financial success.
Our journey to financial expertise
Over the years, we’ve grown from a small firm to a trusted name in the financial consulting industry, but our core belief remains the same — everyone deserves the right to a secure financial future.
Trusted by companies all over the world
Our values
The pillars we stand by
Our team members
We’re here to help you every step of the way, from implementation to ongoing support and training.
Akhilesh Gulati
- Structured Innovation with TRIZ
- Process/Operations Improvement
- Team Culture
Akhilesh has 30+ years of experience in operational excellence, process redesign, lean, Six Sigma, strategic planning, and TRIZ (structured innovation) training and consulting in a variety of industries. He holds an MBA from UCLA; MS in Naval Architecture from University of Michigan Ann Arbor and is a past California Quality Award Examiner and former ASQ Section chair.
Industries Served:- Distribution
- Insurance
- Aerospace
- Paper Manufacturing
- Education
- Healthcare/Hospitals
- Marine / Shipbuilding
- Manufacturing (Furniture, Electronics, Machine parts . . .)
Donald Wood
- Project Management Professional
- Six Sigma Expert
- Kaizen
Don is a seasoned expert in performance excellence and quality management, specializing in value stream assessment, strategy alignment, and process transformation. A Six Sigma master black belt and Lean master, he excels across B2B Industries. Don holds an MBA and a BS in International Management from Regis University, and various certifications including PMP, PMI-ACP, and PROSCI Change Practitioner. He has authored two books on Lean Six Sigma.
Industries Served:- Petroleum
- Automotive
- Aerospace
- Paper
- Retail Goods
- Industrial Machinery
- Pharmaceutical / Nutraceutical
- Food and Beverage
Dan Brown
- Total Quality Management Expert
- ISO Certification Expert
- Six Sigma Black Belt
Dan has over 30 years of experience in quality management across various industries. He holds a BS in biology from Aurora University and a Quality Management Certificate from DePaul University. An ASQ Senior Member and Certified Quality Auditor, he also instructs for the ASQ Chicago Section and partners with Eagle Registrations.
Specialties:Risk Management, Quality System Deployment, Innovation, Supplier Management, Quality Auditing, ISO 9001, ISO 13485, Drug and Device GMPs, Quality Operating Systems (QOS), Reliability Measurement, Formal Problem Solving, Ford 8-D Problem Solving Process, Failure Mode and Effects Analysis (FMEA), Project Management, Total Quality Management (TQM), Quality System Documentation, Training and Seminar Leadership, Employee Incentives & Motivation.
Nik Porfyris
- ASQ Section Chair
- Six Sigma Black Belt
- Project Management Expert
Nik is a mission-driven leader with over 30 years of experience in solving organizational challenges. Skilled in mergers, start-ups, and continual improvement, he has consulted globally and trained hundreds in Lean Six Sigma. He holds numerous certifications and a master’s from DePaul University. Currently, he serves as ASQ Chicago Section Chair.
Accomplishments:- Banking/Finance
- Communications
- Pharmaceuticals
- Aerospace
Rolf Biernath, PhD
- AI Implementation & Innovation
- Front End of Innovation
- Smart Manufacturing Solutions
Rolf has over 30 years of experience in innovative solutions across various industries, holding 55 US patents. As a PIVOTMC Senior Team Member, he excels in product development, intellectual property, and solving complex problems in IoT, optical sensors, and microfluidics. He offers consulting, technical advisory, and leadership roles.
Industries & Specialties:- Materials
- Manufacturing
- Sensors
- Energy
- Electronics
- Generative AI
CG Mistry
- ASQ Regional Director
- ASQ Fellow
- Six Sigma Green and Black Belt
C.G. is a quality and business professional. He has 40+ years’ experience in quality including plant set up, Quality department set up, Training people in Quality methods providing Kaizen activities and Lean manufacturing and management. He teaches at University Cal State Dominguez Hills and California Polytechnic Pomona.
Industries Served:- Commercial Industry
- Aerospace
- Defense
- Nuclear Industry
Alfredo Romero
- Marketing Efficiency
- Operations & Supply Chain
- Product Development
Alfredo is a marketing, sales, operations, and product management expert. He helps businesses grow profitably through practical solutions, working with global brands and small enterprises. Alfredo holds an Economics degree from Pomona College and an MBA from UCLA. He also lectures at Loyola Marymount University.
Industries Served:- Automotive Aftermarket
- Manufacturing
- Non-Profit Organizations
- Healthcare
- Construction
- Landscaping
- Small and Medium Sized B2B
- International Business
