Tag: financial consultant

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

Amy Richter: Financial Strategist and Trusted Advisor

I'm proud to share my executive biography, which highlights my journey through finance, consulting, and business leadership. For over two decades, I've worked across medical, manufacturing, and IT sectors, helping businesses transform their financial practices and grow strategically.

Richard Morgin: A Results-Driven Leader in Franchise Development and Corporate Finance

Richard Morgin is a hands-on and accomplished consultant with The Franchise Consulting Company, bringing extensive expertise in lead generation, franchise development, coaching, and closing. As a trusted advisor to executive leadership, he excels at dissecting complex financial and operational challenges, synthesizing data, and presenting strategic solutions that drive business success. With a proven ability to build and lead high-performing teams, Richard fosters a results-oriented culture that maximizes efficiency and profitability. His forward-thinking leadership in controllership, financial planning, and internal audit has consistently delivered significant cost savings and operational improvements. Recognized for his ability to vet strategic plans, analyze financial assumptions, and present data-driven recommendations, he continues to be a key force in helping businesses navigate growth and transformation.