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

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.

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.

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.

Kelli Allen

Employee Relations

Born and raised in SoCal. Envious of seasons but would be lost livin’ above or below 75. Couldn’t imagine doing life without her husband. The dog 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.

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. 

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.

Pacific NW Team

Grass roots. All about local and seasonal. Land of natural beauty. Voodoo Doughnuts. Professional, charming, and proud. Driven to succeed. Do not look for praise, however, watch them shine with acknowledgement! Fun and fabulous – they make it happen.

Teams Not pictured: Southwest, Texas, Mid-West, Southeast, Northeast

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

Co-Founder

Chief Executive Officer

Limitless possibilities. Empowering others. Level-headed calm. Proficient with chopsticks. Oregon rain runs in her blood. “We’re just gonna figure it out.” Husband is soulmate and partner on this journey. Three inspiring people’s mom. Chips and salsa every day. Best medicine is walking and clean eating. Australia, nature, travel and friends bring a smile to any day. Love.

Our Mission…

  • Provide Premier Services to Elevate Success

Our Values…

  • Integrity: Honoring your word. Do what you say and say what you will do!
  • Truthfulness: Care personally and challenge directly, immediate, kind and clear, specific and sincere.
  • Positive Intentions: We assume that every person means well and has positive intent behind what they say and do, that decisions are made with the best intentions, and that we are all doing the best we can.
  • Positive Expectations: We get more of what we focus on, so we focus on what we want. Expect Success, then work like there is no other option.
  • Respectful Partnerships: We treat everyone with respect and dignity. We create a safe and respectful environment – a place that values what each of us can bring to the table.
  • We offer one level of service – Excellent: We are passionate and driven to bring our best in all we do.

How to Reach Us

We would love to hear from you!

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