The people behind
the mission.

For more than two decades, Lum has shaped finance, business, and analytics by leading high-impact digital transformations for global companies such as Microsoft, Procter & Gamble (P&G), and Gillette, as well as high-growth and emerging businesses. He is known for turning complexity into clarity, designing scalable, data-driven solutions that drive faster, smarter decision-making.

At Procter & Gamble, Lum pioneered several first-of-their-kind capabilities, including daily sales reporting, company-wide volume/rate/mix analysis, and accountability-based profit and loss (P&L) reporting. He worked across multiple brands and categories, bringing thought leadership to long-range planning, financial analysis, profit forecasting, pricing, promotion, competitive analysis, and performance management.

At Microsoft, Lum led enterprise-wide transformation of finance and analytics, shaping planning, decision-making, and data strategy across the company. He built multiple analytics organizations, modernized financial systems, and implemented real-time reporting and analytics that significantly accelerated insight generation and operational agility at scale.

As Executive Chairman at Truegility, Lum provides long-term strategic vision and thought leadership while advancing innovation and technology. He partners with executive teams and clients to guide enterprise-scale transformation. A gifted leader and people developer, Lum has built and led cross-functional teams throughout his career, earning deep trust for his ability to turn insight into action and vision into results.

Ben joined Truegility bringing 25 years of proven leadership experience, from warfighter in combat operations and Military Intelligence leader in the US Army to leading finance teams at consumer-focused businesses at Gillette, P&G, Microsoft, and Chewy. Ben drives positive change across teams systematically, including strategic focus, operational flexibility, process improvement, and organizational development. As head of profit forecasting at P&G with >$80B in sales across all geographies, he led the charge for simplification paired with innovation in the process and deliverable space, after having spent years in category supply chain, brand strategy, innovation, and employee services. He led consumer marketing finance at Microsoft during the onset of COVID, where he really remembered the famous quote that "no plan survives first contact with the enemy." He led Chewy's FP&A processes from a freshly IPO'd business to professional planning and reporting capabilities in sales, profit, OPEX spending and customer analysis across teams, functions and financial system upgrades.

He graduated as a distinguished cadet from West Point and as a distinguished graduate of Cornell's Johnson Business School, receiving the Fried Fellowship for leadership and demonstrated performance. Ben is Army Airborne Ranger qualified and earned two Bronze Stars for meritorious service in combat operations in Iraq and Afghanistan.

Forest's passion for leading data architecture and delivering transformative design led him to drive value as a development leader across massive tech companies such as Microsoft, customer centric consulting enterprises, and entrepreneur spaces. As Senior Director of Engineering at Launch Consulting, Forest supported the Azure Cloud capability and user adoption explosion from its early days. Forest has guided and delivered on the cutting edge of back-end design and front-end implementation across the ever-expanding use-cases of data insight and value.

Energized by problem-solving and the pursuit of efficiency, Forest continuously seeks ways to enhance business operations through emerging technologies with a success track over decades of generational tech advancements.

Joseph leads our financial and legal functions, using his 20 years of stewardship-focused, analytically-driven, and innovation-inspired experience to drive optimization at Truegility. No stranger to change management across consumer hardware and software, he has led digital transformation at both Microsoft and Chrysler. His successes include creating a device market volume forecast tool in use for over a decade, transforming BI reporting for the $45B Consumer Software business, and landing several major tool transitions including comprehensive retail market data experiences. At Chrysler, Joseph cut his finance teeth on material cost reduction, SOX audits, financial risk controlling, cash forecasting, product cost accounting, and financial planning & analysis.

Joseph holds a JD/MBA from Brigham Young University and is our resident renaissance man for skills varied and numerous.

Britny brings a blended background in behavioral science, systems thinking, and organizational strategy to her role as Chief People Officer. With a master's in psychology and experience in higher education, she applies structure, empathy, and clarity to how people work, lead, and thrive.

Her career spans education, operations, and leadership development, including time at Boston University, where she advised students on navigating financial aid processes and led a diverse team of student staff. Her research and academic work at Harvard focused on human behavior and the psychology of change, deepening her belief in the power of everyday actions to shape mindset, motivation, and culture.

At Truegility, Britny leads people strategy, leadership development, and organizational design, creating systems that align talent with business goals and build focus, resilience, and belonging. Her unconventional path into HR makes her a trusted advisor and thoughtful culture-builder.

Jon understands the clients' needs both strategically and tactically. He has focused on solving critical client needs for over 20 years with extensive experience in data analytics, data warehousing, business intelligence, and finance. Jon is known for leveraging his expertise across a wide range of data management environments and analytical frameworks to drive value for the business and for its people. Jon's success crosses industries and business models, driving value at non-profits and philanthropic organizations (such as the Bill and Melinda Gates Foundation, Low Income Housing Institute) as well as providing BI expertise to the likes of Microsoft and large consumer goods manufacturers.

Jon graduated from the University of Washington Foster School of Business with a concentration on entrepreneurship and strategy.

John has driven process and delivery excellence for over 20 years across technology sectors, with leadership experience spanning entrepreneurship, e-commerce, digital consulting, and global companies such as ADP, Smartsheet, and Microsoft. John's superpower is program management and empowering teams to deliver results. As an Engagement Director at Microsoft, John led over 70 managers and engineers on high-stakes, big data projects that demanded flawless data accuracy. He has also helped small businesses scale in the consumer goods and e-commerce sectors.

John is passionate about forging strategic partnerships both internally and externally, and is an early adopter of technology innovations, always seeking ways to improve both personally and professionally. His optimism, good humor, and ability to conjure fun out of thin air make him a true "force multiplier" for our team and clients.

John holds a BA in Economics and Geology from Whitman College and has completed additional certification at the University of Washington.