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The core team at Matrix Advisory Group is a dynamic fusion of expertise and innovation, committed to propelling our clients toward groundbreaking success with strategic foresight and unparalleled solutions.


Izabela Lundberg


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Izabela Lundberg, the Chief Executive and Strategy Officer of the Matrix Advisory Group, a visionary extension of the Legacy Leaders Institute, is at the forefront of transforming the global Governance, Risk Management, and Compliance (GRC) landscape. Her journey, marked by resilience and profound personal experiences, a distinguished career in leadership, and a deep understanding of global business challenges, positions her as a transformative leader in the GRC domain.

With Izabela's leadership, the Matrix Advisory Group is making significant strides in GRC, particularly in addressing the market gap: More than 75% of organizations need more confidence in their GRC frameworks. Her strategic foresight has been vital in guiding the Group to integrate cutting-edge AI, machine learning, and cloud computing technologies. This proactive approach enables organizations to streamline and preemptively manage compliance and risk, positioning them to navigate the regulatory landscape confidently.

The Matrix Advisory Group is committed to crafting bespoke GRC solutions intricately aligned with each client's unique business context. This approach sets the company apart by driving resilience, efficiency, and growth. Izabela's advocacy for unbiased, strategic guidance devoid of software vendor influences empowers clients to transform compliance and risk management into strategic organizational assets.

Through Izbela's and her partner's guidance, the Matrix Advisory Group has established a formal Enterprise Risk Management (ERM) program alongside the innovative employment of technology, underscoring the Group's role as a strategic partner for businesses seeking to fortify their operations against emergent uncertainties. Her leadership ethos extends beyond consulting, positioning it as a critical extension of client teams, fostering strategic insights and navigating the GRC complexities with unmatched expertise and innovative methodologies.

Her comprehensive vision redefines traditional consulting paradigms, setting new standards of excellence in the GRC field. Through her leadership, Izabela and the Matrix Advisory Group play a pivotal role in enabling organizations worldwide to excel in the face of the complex challenges of the modern business environment.

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Jeffrey Herzfeld

CIO/ Legal Counsel

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Jeffrey (Jeff) Herzfeld, J.D., a Chief Information Officer and Legal Counsel at Matrix Advisory Group is a highly accomplished business executive, whose distinguished career has spanned over 25 years, and includes professional leadership roles in multi-dimensional capacities in which he enhanced and obtained asymmetric levels of success in various sectors—including but not limited to government, commercial real estate, finance, information technology, and legal and regulatory environments, underscoring a versatile and dynamic professional landscape.

As a seasoned expert, Jeff has made significant contributions to organizations ranging from nimble startups to sprawling multinational conglomerates. His ability to navigate the complexities of Fortune 500 corporate structures and his adeptness in spearheading strategic transformations marks him as a visionary in business realignment and growth.

Jeff's achievements at leading corporations like Parsons Brinckerhoff (now WSP), General Motors Acceptance Corporation, Wells Fargo & Kaiser highlight his capabilities, as well as his pivotal roles in not only generating over $1.5 billion in net new revenue but also in successfully navigating risk, while building-out new business units. These achievements also testify to his strategic acumen and proficiency in cultivating robust commercial relationships, orchestrating intricate agreements, and steering negotiations culminating in technology deals over an aggregate of 1 Billion dollars. Concurrently, his strategies have fostered operational improvements, contractual cost reductions, and enhanced efficiencies, yielding savings of a similar magnitude.

A cornerstone of Jeff's methodology is his analytical prowess, matched with an innate ability to delve into problem-solving. His approach is holistic identifying underlying issues, devising strategic options, and forging effective solutions. This skill set has been instrumental in his roles as a business leader, consultant, and attorney, where he has consistently delivered insights and outcomes that propel organizations forward.

Jeff's leadership extends beyond traditional business management; encompassing Governance, Risk & Compliance (GRC), Strategic Partnerships and Alliances, Sourcing and Vendor Management, Operations and International transactions. His successful foray into sectors as diverse as defense, space, and legal AI operations is a testament to his unparalleled breadth of experience and his ability to adapt and excel in any setting.

Notably, Jeff's influence on operational strategy, process improvement, and team development has been transformative. His unwavering commitment to excellence is evident in his capacity to mentor, coach, and drive teams toward achieving and surpassing their goals. Under his guidance, strategic relationships have been formed that have expanded not only commercial reach but also entrenched operational efficiencies and revenue growth, inspiring everyone to strive for the best.

Jeff's leadership philosophy is underpinned by a personable demeanor and an engaging communication style, which enable him to forge meaningful connections and foster collaborative environments. His unique blend of analytical and creative thinking ensures a balanced approach to decision-making, emphasizing both the macro and micro aspects of business strategy and making everyone feel included in the process.

His comprehensive expertise and forward-thinking approach have consistently delivered impactful results, making him pivotal in driving organizational success across multiple industries.

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John Cummins


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John J. Cummins, J.D. is a Chief Administrative Officer and Chief Contract Officer at Matrix Advisory Group, a seasoned executive leader with a top-tier defense contractor experiance. Over the past thirty years, John has held multiple positions of increased responsibility, primarily in the Contracts profession. Via extensive experience ranging from complex development projects for Government, Commercial, International, and Scientific/University entities to simple purchase/sales orders, he fully appreciates and understands the flexibility and creativity required to cover all aspects of contracting for business success.

John's commitment to his career is evident in his decision to obtain a Juris Doctor degree and become a member of the California State Bar while working full-time. He chose to stay in the manufacturing industry due to the team environment it offered, a testament to his dedication. John finds great joy in training and mentoring others, and his strategic business decisions have been instrumental in his most rewarding work experiences, which often involve international transactions and the challenges they bring.

John's leadership skills are evident in his current role, where he oversees a staff of 46 Contract professionals managing over $1.5B of annual sales. His customer-focused approach, both externally and internally, fosters 'win-win' solutions. Throughout his career, he has been a driving force in developing and implementing best practices and procedures, ensuring sound contracting executed by skilled professionals.

The above experience is preceded by positions in Program Management and Operations Administration, which provide John with valuable skills for collaborating across all functional areas within the high-tech manufacturing environment. Coupled with his business and legal education, he is uniquely equipped to provide competent and practical contracts/business expertise.

John's versatility is demonstrated by his ability to excel in various roles. In addition to his expertise in Contracts, he has also served as a Corporate Secretary, Ethics Officer, Procurement Manager, Anti-Bribery Officer, and Trade Compliance Officer/Empowered Official. This diverse experience showcases his adaptability and versatility in different professional settings.

While raising his children, John was actively involved as a football and baseball coach and serving on the Little League Board of Directors. He was also a member of his children's elementary School Parent Advisory Board. Having recently relocated to Colorado with a desire to embrace and serve his new community, John is currently a Voluntary Firefighter.

John holds a Bachelor's Degree in Business Administration from Cal Poly, San Luis Obispo, and a juris doctor degree from the Santa Barbara College of Law.

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