ABOUT US
Experience.
Perspective.
Partnership.
ABOUT GRAPHITE STRATEGIC CONSULTING
Strategic financial guidance built on experience,
independent thinking, and a commitment to
helping businesses achieve what’s next.
Strategic financial guidance built on experience, independent thinking, and a commitment to helping businesses achieve what’s next.
Experience.
Perspective.
Partnership.
OUR LEADERSHIP
Experienced Advisors.
Shared Commitment.
Our partners bring complementary expertise in financial strategy, business development, and client advisory,
providing clients with both technical depth and a relationship-driven approach.
Our partners bring complementary expertise in financial strategy, business development, and client advisory, providing clients with both technical depth and a relationship-driven approach.
Experienced Advisors. Shared Commitment.
Eric Yun, MBA
Principal Consultant
Eric has built his career in commercial and agricultural banking, financial analysis, and strategic business development. His experience has centered on helping businesses navigate complex financial decisions, manage risk, and identify opportunities for sustainable growth.
Drawing on his expertise in credit analysis, cash flow management, and capital planning, Eric brings a commercially focused perspective to financial advisory. He has led teams, developed business growth strategies, and cultivated trusted relationships with executives and business owners across a range of industries.
At Graphite Strategic Consulting, Eric oversees business development and client relationships, working closely with business owners to understand their goals and develop tailored advisory solutions. He has also served as a lecturer in the Finance Area at Cal Poly's Orfalea College of Business, sharing his industry experience with the next generation of business professionals.
Eric holds an MBA from Concordia University Irvine and is a graduate of Pacific Coast Banking School. His relationship-driven approach emphasizes collaboration, strategic thinking, and long-term client success.
Will brings broad experience spanning investment banking, corporate finance, and financial
advisory. Throughout his career, he has advised on complex financial transactions, developed
sophisticated financial models, and helped businesses evaluate strategic opportunities and
make informed financial decisions.
With a strong foundation in financial analysis, business valuation, and capital strategy, Will
combines technical expertise with a practical, results-oriented approach. His experience
includes structuring and evaluating large-scale investments, developing financial forecasts,
and providing strategic insights to executives and business owners.
Will is a CFA charterholder and holds a bachelor's degree in finance and accounting. At
Graphite Strategic Consulting, he leads the firm's technical advisory efforts, translating complex
financial information into actionable insights that support strategic planning, capital allocation,
and long-term value creation.
Eric has built his career in commercial and agricultural banking, financial analysis, and strategic
business development. His experience has centered on helping businesses navigate complex
financial decisions, manage risk, and identify opportunities for sustainable growth.
Drawing on his expertise in credit analysis, cash flow management, and capital planning, Eric
brings a commercially focused perspective to financial advisory. He has led teams, developed
business growth strategies, and cultivated trusted relationships with executives and business
owners across a range of industries.
At Graphite Strategic Consulting, Eric oversees business development and client relationships,
working closely with business owners to understand their goals and develop tailored advisory
solutions. He has also served as a lecturer in the Finance Area at Cal Poly's Orfalea College of
Business, sharing his industry experience with the next generation of business professionals.
Eric holds an MBA from Concordia University Irvine and is a graduate of Pacific Coast Banking
School. His relationship-driven approach emphasizes collaboration, strategic thinking, and
long-term client success.
Will Lockwood, CFA
Principal Consultant
Will brings broad experience spanning investment banking, corporate finance, and financial advisory. Throughout his career, he has advised on complex financial transactions, developed sophisticated financial models, and helped businesses evaluate strategic opportunities and make informed financial decisions.
With a strong foundation in financial analysis, business valuation, and capital strategy, Will combines technical expertise with a practical, results-oriented approach. His experience includes structuring and evaluating large-scale investments, developing financial forecasts, and providing strategic insights to executives and business owners.
Will is a CFA charterholder and holds a bachelor's degree in finance and accounting. At Graphite Strategic Consulting, he leads the firm's technical advisory efforts, translating complex financial information into actionable insights that support strategic planning, capital allocation, and long-term value creation.