Transform Your Business with Expert Guidance

Stephen's diverse career trajectory spans manufacturing operations, sales management, and 20+ years of specialized financial services leadership, providing unique insight into business optimization across multiple industries.

Stephen has dedicated over two decades to transforming banks and credit unions through strategic business development initiatives. He has successfully created business-focused financial institutions that consistently grow their customer base for both individual and commercial accounts. Stephen is specifically skilled in building robust business development programs in Banks and Credit Unions to help them grow their business Banking clients. His expertise spans from forest products and manufacturing to comprehensive financial services, earning recognition for exceptional sales performance, market share growth, and business turnaround capabilities.

His proven approach focuses on customer-first strategies that drive sustainable business growth, market visibility, and long-term financial institution success. Stephen has been recruited by multiple financial institutions specifically to build and optimize business programs that drive measurable growth in competitive markets.

Core Specializations

• Banking & Credit Union Business Development (20+ years)
• Financial Institution Growth & Optimization
• Commercial & Individual Account Development
• Strategic Business Development
• Financial Literacy & Optimization
• Market Analysis & Expansion Strategies
• Team Building & Leadership Development
• Logistics & Supply Chain Optimization
• Community Banking & Networking Excellence

Key Achievements

• 20+ years of banking and credit union business development
• Created business-focused financial institutions
• Proven customer base growth for individual & business accounts
• Award-winning sales and market share improvement
• Specialist in business turnaround and optimization
• Significant bottom-line profitability improvements
• Built successful business programs for multiple financial institutions
• Community involvement specialist with proven track record

Education & Certifications

• MBA in Finance & Banking, Washington State University
• B.S. in Economics & Business, Oregon State University
• Proficient in Microsoft/Mac Suites
• Digital Data Analytics Tools for Finance, Banking, and Brokering

Jay is a seasoned manufacturing and operations leader with deep expertise in scaling businesses from startup to multi-million dollar operations. As Co-Founder of a business that scaled to a restaurant, butcher shop, wine bar, and delicatessen with nationwide shipping, catering, and private dining experiences, plus a wholesale B2B provider program to restaurants, golf courses, airports, liquor stores, grocers, and resorts, he grew the company from 2 partners to 30+ employees and $2.5M in annual revenue, winning the 2023 "Building Back a Better Oregon" award for their downtown revitalization project.

As a Biochemist at Grace Bio-Labs working on NIH, EPA, and USDA contracts, Jay brings a unique science-informed approach to manufacturing operations. His extensive regulatory compliance expertise spans multiple frameworks, including NSF-ISR (NSF International Strategic Registrations), ISO 13485 (Medical Devices Quality Management Systems), FDA, HACCP, cGMP, and USDA standards. His expertise also encompasses lean manufacturing, process optimization, and building high-performing teams.

Core Specializations

• Manufacturing Operations & Process Optimization
• Regulatory Compliance (NSF-ISR, ISO 13485, FDA, HACCP, cGMP, USDA)
• Business Development & Strategic Growth
• Lean Manufacturing & 5S Implementation
• Team Building & Workforce Development
• Supply Chain Optimization

Key Achievements

• Scaled startup to $2.5M revenue with 30+ employees
• Expert in multiple regulatory environments (NSF-ISR, ISO 13485, FDA, HACCP, cGMP, USDA)
• Implemented compliant operations across multiple regulatory frameworks
• Led federally funded research projects (NIH, EPA, USDA)
• Developed modern SOPs and lean manufacturing systems

Education & Certifications

• B.S. Biology and Chemistry, Oregon State University
• Biochemist - Federally funded BSL-3 laboratory research with USDA, FDA, and EPA regulatory oversight
• Certified College Reading and Learning Association (CRLA) Tutor
• Proficient in Microsoft/Mac Suites
• Data Analytics Tools (ApE Genomics, Zotero, R Studio, and R)
• Expertise in QuickBooks Online and Desktop for various business sectors

Molly has a background in education at many levels. She has been managing and building businesses for over 30 years. Starting her career managing a team of 30+ individuals at the YMCA, she then went into management at Payless drug stores, where she honed her management skills and focused on Business development, Vendor relations, and outside sales. After this time, she built her expertise in many areas, including managing White House Black Market, buying and selling real estate, starting and scaling businesses, and remodeling homes into rentals.

Molly's expertise is unique because of her ability to bridge corporate management and private enterprise building. She has the skills and experience to get what you need done in your business. She can help you build skilled teams of employees and managers, build vendor contacts for scaling, and create an executive team that cannot be touched. She is a small business expert and is an expert in bringing start-ups to market and making them successful at scale in many different markets. Whether you want to optimize your small business to make it more successful or scale a business that you are looking to bring to market and grow. She has deep connections with Co-packers and co-manufacturers to bring your product to a new level and available in many markets.

Core Specializations

• Team Leadership & Culture Development
• Vendor Relations & Procurement
• Operational Excellence & Efficiency Optimization
• Customer Service Training & Systems
• Private Labeling & Product Development
• Outside Sales & Business Development
• Identifying Business Opportunities

Key Achievements

• 30+ years of successful team management
• Employee Retention Excellence across industries
• Proven Margin Improvement Strategies
• Consistent Year-over-Year Sales Growth
• Customer Follow Through Systems Development
• Culture Development Programs
• Co-packer and co-manufacturer network development

Education & Certifications

• B.A. Sociology with minor in Health and Fitness, Oregon State University
• 30+ years of business management and team leadership
• Proficient in Microsoft/Mac Suites
• Expertise in most commercial employee scheduling platforms
• Vendor management and procurement systems expertise

Annie brings a unique blend of academic rigor and entrepreneurial experience to strategic planning and leadership development. Holding a Master's in Communication and Leadership with concentrations in Digital Strategy and College Teaching from Gonzaga University and a Bachelor's in Public Health from Oregon State University, she combines scholarly insight with practical business acumen.

Annie and Jay co-founded a successful multi-concept business that they built from the ground up and later sold. Along with building and scaling multiple businesses including Annabelle Marie Photography, Annie has demonstrated consistent leadership growth throughout her tenure. Her approach integrates humanistic psychology principles from Carl Rogers and Abraham Maslow, emphasizing that individuals have the power to choose their destiny through effective communication and strategic thinking.

Annie's methodology focuses on developing cognitive skills that enable informed decision-making while fostering natural learning tendencies. She specializes in helping organizations navigate digital transformation challenges, develop comprehensive communication strategies, and build leadership capabilities that drive sustainable growth in today's rapidly evolving business landscape.

Core Specializations

• Strategic Planning & Business Development
• Leadership Development & Training
• Digital Marketing & Communication Strategy
• Entrepreneurship & Small Business Consulting
• Higher Education Advisory & Academic Partnerships
• Communication Strategy & Team Training

Key Achievements

• Successfully scaled multiple businesses with consistent leadership growth
• Advisory board service for OSU College of Business & Agriculture
• Expert in synchronous and asynchronous learning methodologies
• Integrated photography, social media, and graphic design services
• Guest lecturer at Central Oregon Community College
• Academic advisor for career and educational development

Education & Certifications

• M.A. Communication and Leadership, Gonzaga University (2023)
• B.S. Public Health, Oregon State University (2017)
• Proficient in Canvas, Blackboard, Microsoft/Mac Suites
• Adobe Creative Suite expertise
• Digital Analytics Tools (Google Suite, Canva, Voyant Tools)