Expanding your abilities
Our team
Founder
Gregory Karis, CFP®
Coming from a family of entrepreneurs, I knew at a young age that I wanted to go into business. Having an ability to organize, spot patterns from a high level and a desire to constantly challenge myself, working with other business owners has been a natural fit.
Starting in wealth management with our sister firm Inflection Advisors, I have identified the need for many businesses to setup the proper foundation. This led to us building out Inflection Management to fill the gap between basic bookkeeping and high end, very expensive business managers.
I find joy in seeing the improvement in the lives of others and I find that I work best with engaged individuals that have a desire to improve their lives as well.
Manager
Katia Kin
From my background in finance and business analytics, coupled with my admiration for the entrepreneurial spirit, I have found a passion for collaborating with business owners. Partnering with individuals on their paths to success continues to be very rewarding.
I look forward to understanding the intricacies of the different businesses we work with and to applying my analytical skillset on all fronts. Working with my team to curate unique solutions and overcome challenges is always front of mind.
Manager
Dustin Ivey
I spent over a decade learning how the sauce was made at some of the largest asset managers and 401(k) providers in the business. I’m passionate about bringing clarity to business owners and removing the barriers to approachable, unbiased advice for their employees. Empowering entrepreneurs to make sound fiduciary plan decisions and giving them back precious time in their day is a joy.
In my free time, you may find me exploring the nooks and crannies of our beautiful coastline, dissecting a film with friends over a beer, or indulging in some painting in my garage studio. When I can fit it in – slowing down time with my two nephews on Maui is an absolute bright spot in my life.
Our Network Includes
CPA’s and Tax Professionals
Business Attorney’s
Talent Agents
Business Managers
Real Estate Agents
Private Investment Managers
Mortgage Brokers
Our process of organizing and vetting your existing team of professionals will uncover gaps and allow us the ability to introduce you to our network of professionals.
When there is an existing relationship, our intention is to nurture and add value to improve the entire team.