Who We Are

We Are a Team of Planners and Makers

We are a driven, energized, enthusiastic team of planners and makers, providing premier services elevating your success.

Becky Rountree

Senior Operations Manager

Born and raised small town Oregon girl. Surrounded by dual screen monitors, Excel & Quickbooks. My two greatest blessings in life call me Mom. Lover of sports, travel, adventure and smiles. Thankful, grateful & blessed.

David Brown

Database and IT Director

Diligent. Persistent. Purpose driven. Wanders the wilderness, walks the line of diminished returns. Father to one, whose starlight guides me. Hard work reaps its rewards and life is always better on two wheels.

Jason Keller

The Learning Loft

Colorado Native with roots in Southern California and South Texas. Blessed with a Partner of over 20 years who is a cornerstone of support alongside two Cats who complete the homelife. Avid hiker, road-tripper, photographer, and problem-solver. Tenacity as a middle name, which drives a pointed focus to dot the I’s and cross the T’s. Always looking for the balance in every situation for an upward trajectory to success.

Week after week, we increase your connectivity with your clients, expanding and deepening your client base, propelling your success.

And we bring heart to that hustle, because understanding and responsiveness is how we roll.

Jennifer "Jen" Matson

Training Director

Southern California native. Straight shooter, no-nonsense kind of gal. Mom of two teens, two fur babies, married to an endless dreamer. Enjoys exploring new places, but happiest when sitting outside by the firepit with a glass of wine. Tough exterior, but a softy at heart. Sets the bar high but will be the biggest cheerleader along the way.

Jill Neiman

Performance Analyst

Midwest girl who takes in all the beautiful scenery while watching the deer and wild turkey from her very own backyard. Biggest cheerleader to three amazing young adults in all thing’s life and sports. Tackles life’s exciting adventures with a golf-loving husband since a blind date to a sorority dance. Takes on new projects to challenge and learn new things. Concert loving, vintage shopping, homebody with 2 sweet dogs and 1 feisty little cat that thinks she is the boss of everyone, which she is. Loves calendars and the joy of planning out the day/week. Evenings filled watching the sunset at the lake and looking at all she has been blessed with.

Kelli Allen

Employee Relations

Born and raised in SoCal. No longer envious of seasons, livin’ in the PNW. Couldn’t imagine doing life without her husband and daughter who now runs the show. No shame in admitting to being OCD, a lover of lists and all things organized. Can’t say no to Mexican food, travel, or an opportunity to take accountability. Tends to lead, not to follow. Loves black and white, learning to accept the gray.

Every goal we set, client we understand, marketing service we create, expense report we process or call we place on behalf of our clients is the result of our team working together to make each other’s ideas stronger.

Lauren Castro

Hiring Specialist

A Georgia girl, born and raised. Married into the Army and a world traveler. Social butterfly who enjoys people and stays on the go. End of day, you’ll find her on the lake dock with a glass of wine. Works to have fun and has fun working! Refuses to wear shoes, but still does her nails. Surrounded by two beautiful kids, two sleepy dogs, and a husband somewhere in the middle. Keen eye for talented people.

Lisa Shafer

Account Director, Business Development

Setting and achieving goals is her drive. Cutting waste and finding efficiency is a must. Research and lists geek. Tends to be an observer of people and thrives in leadership roles. Enjoys encouraging and growing people. A beach and mountain lover living in the Midwest. Continually writing her fairy tale with three amazing kiddos and soul mate, which she was lucky enough to meet at 8 years old. You’ll find her at the ballfields on the weekends. Loves sushi, fitness, sports, hiking and exploring the world around us.

Timberley Christie

Support Specialist

Wife to her Beloved and mom to her mini-me. A creative spirit who enjoys all things indoors, a good book and writing when she can. Approaches things with an analytical eye and has never met a question she wouldn’t ask.

That happens here because every one of us strives toward a common goal — creating the best customer experiences.

We are better together!

Cheryl Learfield

Co-Founder

Managing Director

Everything is achievable. Sprints to change with wide open arms. No one is a stranger. Simplifies and less is more. Native Oregonian who shuns an umbrella. Mom to 3 guys winning at life. Promoted to grandmother. Landlord to dogs and horses. Happiest when working on “what’s next” with her husband.

Trina Gardner