Our team leads.
With a wealth of experience and a commitment to innovation, our team is dedicated to helping our clients, people, and communities thrive.
We believe that success is about more than just achieving financial goals. That’s why our mission is to maximize the success of our clients, our people, and our communities. We’re dedicated to delivering innovative solutions that are tailored to the unique needs of our clients.
We’re here to help. Our long-standing clients trust us to deliver results. Contact us and find out why.

Gabe Matherly
President
Degreed in economics, Gabe is a seasoned operations professional with over 20 years of diverse experience in management and operations, Gabe has a proven track record of success in streamlining operations and contributing to company growth. His experience includes entertainment, big-box retail, and non-profits. He’s adept at identifying creative solutions to the most challenging obstacles. When not at the office, he’ll be out on the river fishing or on an airplane heading to another adventure.

Jamie Levine
Project Manager, Social Media
A native of the Colorado Rocky Mountains and holding her real estate license, Jamie is a social media rockstar with a passion for connecting with audiences and creating engaging content. She has a proven track record of successfully managing social media accounts for a variety of organizations. Skilled in crafting compelling copy, curating visually stunning content, and analyzing data to drive engagement and growth, Jamie is a strategic thinker with a strong understanding of how to create and execute effective social media campaigns. When not crafting the perfect post, Jamie can be found skiing in Colorado, swimming in Hawaii, or playing catch with her two dogs.

Shelley Evans
Project Manager, Nonprofits
With a master’s degree and decades of experience leading nonprofit organizations, Shelley has a deep understanding of the challenges and opportunities facing nonprofits. Skilled in strategic planning, fundraising, and team management, she has a proven track record of successfully leading organizations to achieve their missions. She’s a visionary leader, who is able to see the big picture while also paying attention to the details. She’s also licensed in prevention and certified addictions counselor with an active practice. When not working to make a difference, Shelley can usually be found tending to her gardens.

Dan Kelso
Project Manager, Construction
Danny Kelso, a commercial construction manager, was raised in the Midwest. He graduated with a degree in construction management and began his career as a project manager for a small construction company. He’s known for his attention to detail and ability to complete projects on time and within budget. Dan is married with two children and enjoys spending time with family, traveling, and playing golf.

Leila Carvalho
Office Manager
Leila is a highly organized and efficient office manager with over ten years of experience. She grew up in Norfolk, VA. A graduate of Manchester Community College, she’s an expert in implementing and maintaining office policies and procedures. Leila is a team player who is able to work well under pressure and is dedicated to ensuring the smooth running of the office. When she’s not at work, she’s performing in local theatre.

Paula Maly
Support Specialist
Meet Paula! Raised in the Pacific Northwest, she’s our dedicated support specialist. She has over ten years of experience in providing elite customer service. Skilled in troubleshooting and resolving issues, Paula is committed to ensuring customer satisfaction and resolving problems in a timely manner. When she’s not using her strong communication and problem-solving skills, you can find her kayaking with her husband or playing volleyball in her free time.