Home transformkelly 2017-07-11T16:46:55+00:00
With over 20 years of expertise in leading startups, Margaret has a passion for bringing positive change to enhance the lives of others. Transformational Finance is teaching Biblical financial stewardship. Helping set God’s people free to better serve God, family and generously give back!
Key accomplishments include:
Margaret has led efforts in numerous community efforts throughout her entire career, led two (2) non-profit programs, and served as guidance counselor and taught the parenting class for a crisis pregnancy center for 8 years, volunteer with the children’s ministry at her church, and worships with her choir family. Margaret lives with her husband of 21 years in Dallas, Texas along with her two dogs and three horses.
Margaret is the CEO and Founder of Transformational Finance LLC. Transformational Finance provides new and innovative ways following Biblical Stewardship principles that multiply financial resources so that others can have the financial freedom and time to better serve God, their families, and generously give back to their community. Margaret has a passion to help others live your legacy with purpose in order to leave a legacy you’re proud of to your loved ones!
Margaret leads the efforts of Transformational Financial programs so that others can be set free to generously serve others and give back to Kingdom matters!
As a Wealth Manager, 401(k) Advisor, and Small Business Advisor, Erik has over 14 years of experience providing financial advice to a wide range of individuals and companies.
Understanding the unique needs of small business owners and their companies, he brings a wealth of experience to the small business space, as well as, building Legacy plans for family clients.
Erik received two Bachelor Degrees from Portland State University; one in Business and Economics, the other in Advertising, as well as successfully completing the International Trade Program at the International Trade Institute in Portland.
Erik is energized and motivated by improving the lives of families, and their family-owned businesses, through strategic wealth management and financial planning
Erik’s role with Transformational Finance is Coordinating the Education Committee and coaching TF participants on investment and tax diversification strategy.
Finance Executive with over 20 years of business experience with his primary focus in leadership, finance, operations, system design/integration, and efficiency. Has a proven ability to build strong teams while focusing on employee and client satisfaction and profitability. Energetic, self-motivated and resourceful individual that excels at problem solving and managing multiple projects, priorities and people.
Scott give back his time by serving on the local chapter’s board to the Leukemia & Lymphoma Society. He serves as the boards Treasurer & Secretary, and is on the committee for the Man Woman and Student of the year, an annual fundraising event that raised over $790,000 in 2016 to help cure cancer. Scott lives in Portland Oregon with his wife Patricia and their son John.
Scott is the President and Founder of Impact CFO Services; a consulting firm providing Accounting & CFO-level services to businesses on a fractional, interim, or project basis and our focus is to help businesses grow to reach their full potential. We do this by helping business owners understand the numbers of where they are today so they can then project where they want their business go.
Impact then helps them find the resources needed to grow and then we analyze the growth opportunities and risks along the way. Some of the tools and services we use to accomplish these goals are: financial and operational modeling and analysis, strategic planning, financial projections, cash flow modeling, financial statement preparation and analysis, banking, CPA & investor relations, and expense reduction. Our goal is to eliminate the noise so the business owners can focus on what is important to them; growing their business.
Scott has joined the Transformational Finance team to support sound financial management oversight.
John is the Managing Director and CEO of Stumptown Sales Success LLC, a sales consulting firm that provides its clients with a custom tailored sales strategy, an integrated sales process, and a proven tactical sales execution plan to focus business growth and success. He is the certified Advisor for Sales Xceleration in the Portland metro area.
Prior to founding Stumptown, John spent 30 years leading sales and marketing teams ranging in size from 3 to over 40 people, with revenues from $1M to over $75M. He has led multiple companies included on The Fastest Growing Private or Technology lists (Portland Business Journal) for 18 years and on the INC 5000 for four years. John knows how to grow companies and is passionate about mentoring both sales teams and owners to obtain exceptional success.
John lives on a small farm in Boring, Oregon with his wife Terri where he loves to grow the hottest peppers in the Pacific Northwest. They have three grown daughters (twins Jamie & Julie and Ashleigh) and are proud that each are in small business operations. He graduated from Pt. Loma Nazarene University in Physics and did graduate work at the University of Rochester—Institute of Optics. He describes himself as the “Prodigal Son” since he has recently returned to a walk with Christ after 35 years.
John has joined the Transformational Finance team to build the necessary sales infrastructure to present Transformational Finance to >1M believers.
Stuart is recognized as a person who can connect people together. He is a problem solver and can find or connect almost any person or organization to the correct solution for any constraint they are facing.
Having sold his financial practice of many years, he now enjoys educating and helping others from his 35 years in the risk management and financial planning field. Stuart’s main focus is on teaching others about cash-flow and increasing it in their financial lives. He is a also incredibly knowledgeable and helpful in the areas of business structuring, tax mitigation, and estate and legacy planning.
Stuart serves in various leadership roles focused on connecting leadership trainers, consultants, and coaches to solve issues for organizations. He is a charter member of Kingdom Advisors and serves on the board of several non-profits.
Stuart has joined the Transformational Finance team to help TF’s customers to Think Like a Business, act Like a Bank.
‘The Why Coach’, is a Professional Coach and Business Consultant with Culture By Design. Everything he does stems from one foundational belief:
There is greatness inside each and every person. He gives professionals, executives and companies the tools, tips, tricks, accountability and encouragement to achieve and unleash their greatness personally, professionally, and organizationally.
Cultural architect, speaker, consultant and coach with two decades of proven, measurable success building organization cultures by design.
Compelling track-record transforming low-performing organizations into high-achieving ones, maximizing employee engagement and significantly increasing profitability & reducing cost.
Patrick has joined the Transformational Finance team to support knowing our purpose and identity in Christ.
With over 15 years of experience partnering with site leadership teams, Linnea’s helped local small sized companies to global organizations overcome barriers to human performance in both service and manufacturing industries. Her passion and expertise is in navigating companies through the myriad of increasingly complex human resources issues they face. Linnea has successfully led major change initiatives, such as M&A, corporate and local restructuring, and policy & procedure rollouts.
Linnea demonstrates a servant heart by serving her community through youth leadership development programs and clothing closets. Her heart for walking alongside youth in growing them up to be the leaders of tomorrow is prevalent in all aspects of her personal and professional life. Linnea lives in Oregon City, Oregon with her husband, Brian, of 15 years, and their two children.
Linnea Anderson is the President and founder of Transparent Resource Solutions (TRS). TRS is a hands-on partner to small and medium sized businesses looking to navigate their way through the myriad of increasingly complex human resource issues. They work with owners and leadership teams to understand the gaps between current operations and organizational goals. They use crystal clear strategies so that each stakeholder knows their part of the solution and can implement with confidence. They feel accomplished when their clients have a smile on their face knowing that they are compliant, capable and competitive in their marketplace!
Linnea has joined us to help bring Transformational Financial programs to you in interactive workbook format.
As an information technology professional specialized in project management, I deliver high quality and cost efficient technology projects with speed and precision. Well-developed social skills empower me to communicate effectively to a wide variety of individuals. That coupled with 22 years in IT, grants me a broad tool box to help bridge communication gaps within large, diverse project teams.
I\Ryan has a comprehensive understanding of how to use the Microsoft’s suite of tools and techniques to facilitate, storyboarding, flowcharting and additional visual and text based documentation that clearly communicates project milestones, all phases of a project and results.
A proven track record for successfully managing SAP CRM projects using my in-depth knowledge of ERMS, service orders, opportunity management and other enterprise-level applications qualifies me as the ideal candidate for SAP, or any other enterprise application project management position.
Ryan has spent more than ten years examining / assessing business processes, and identifying areas for automation and improvement. Working with great teams to establish new and improved ways to do and grow business is where he shines.
Ryan has joined the Transformational Finance team to provide technology support for workshop and pod cast operations.
We participated in Transformational Finance because learning new ways to approach our personal finances was appealing to us. My husband (Dale) and I were entering a new phase of life and we felt that what we had always done wasn’t necessarily achieving the desired results, nor was it getting us to where we wanted to be. During the TF courses some of the things we learned were how to approach our personal finances more like a business and how to leave a legacy for our kids and grandkids.
We understand that God doesn’t need our money. But when we are prompted that he wants to pour through us and the resources He entrusts to our care, it’s important to be smart about how to do that. What we are learning has helped us to be prepared.
We have a lot more to learn but the whole process has been enlightening and encouraging. Plus, we have met quality individuals with whom we can trust to teach, train, and equip us to live free financially and truly walk in the freedom Christ offers.
~ Dale and Julie Sies
Julie has joined the Transformational Finance team to support staff and clients with personal leadership coaching.
Bob is currently retired but previously worked in Canby, Oregon as the Plant Manager for a satellite operation of Commercial Vehicle Group, Inc.
He has a Bachelor and Master’s Degree in Electrical Engineering and developed several products while employed by Bell Telephone Laboratories, Tektronix, and several other companies since the mid 1960s.
Bob is part of the inner core team helping with the creation of Transformational Finance because of his desire to see people achieve the goal of being set free from being controlled by their finances and helping people develop the capability to give to Kingdom based ministries.
He is using his engineering and management background to develop educational tools to help people understand and visualize different investment opportunities.
Bob has joined the Transformational Finance team to provide technology support and serve as business advisor.
Bob brings over 40 years of experience in the Financial Planning field. He is fully licensed in both sides of the insurance industry, property/casualty and life and financial services, and is a fully licensed stock broker. He is a dynamic, collaborative, recognized proven leader in the Financial Services Industry, with extensive product knowledge and people skills to create concepts, strategies, and needs based delivery systems to the end user.
As a Sales Vice President with Pinnacle Insurance and Financial Services, he actively supports brokers and advisors in developing financial solutions to support client needs. In addition he maintains a private practice in Lake Oswego.
Bob believes in community and giving back. He is actively involved in professional industry programs, Rotary, Chamber, school activities, and Church programs.
An Economics graduate of Willamette University in Salem, Oregon, he resides with his wife, Patti of 40 years, in Lake Oswego, Oregon.
Bob has joined the Transformational Finance team to support providing the best insurance products for our customers.
With over 30 years of combined graphic design, business administration and marketing skills, Anne’s creative heart and keen business sense allow her to thrive in many different areas of interest. However, she finds her greatest fulfillment and inspiration when she is producing original custom graphics, creating logos or designing marketing materials. Anne’s amazing graphic design and content writing skills give her the capacity to provide exceptional finished products to clients with very little need for instruction or direction.
Anne enjoys working closely with her husband, Kelly, of 36 years, who is also her partner in business since 1998. In late 2000, as new believers in Christ, they acknowledged that the business belonged to God. Anne will tell you that if you want to grow your faith and your trust in the Lord, just start a business.
Anne is the Administrator and Art Director of Northwest Web Creation Company (NWWCC.com) and Northwest Web Hosting Company (NWWHC.com), both divisions of ProVisions Media. NWWCC and NWWHC have gained an outstanding reputation for helping small businesses and organizations thrive online and build their solid web presence. Together, this incredible husband and wife team takes ordinary web sites and turns them into extraordinary online marketing machines that demand attention from search engines and boost results.
Anne has joined the Transformational Finance team to assist with web site development and graphic design!
A highly successful 20 year career in the Insurance Industry specializing in life and long term care ignited Ray’s passion for serving seniors. As a Reverse Mortgage professional for the last decade, he thrives on working with seniors to improve the quality of their lives through education and responsible financing. Ray’s entrepreneurial spirit enjoys the challenges of keeping up with the fast-paced, ever changing senior market.
Volunteering his time and resources in the local community with non-profit organizations and individuals, Ray expresses his servant heart each and every day. He has built a solid reputation as a trusted business partner and solutions consultant.
Ray Rosa’ is a Reverse Mortgage Professional with American Advisor’s Group, the most trusted and recognized Reverse Mortgage brand in the industry, with an A+ rating by the Better Business Bureau. He is a member of the Presidents Club (?), awarded for his service to his clients, the community, the industry and his top business producing record. He conducts seminars throughout Oregon and Washington on debt reduction, retirement funding and social security . . . .
Ray lives in Beaverton with his wife, Judie, of over 55 years. His two daughters and amazing grandson keep him young at heart. He is a member of the Christian Chamber of Commerce, numerous senior referral networks.
Ray has joined the Transformational Finance team to support our Senior Citizens to stay in their home without concern through reverse mortgages.
With over 20 years of expertise in web development, SEO, video production, and online/offline marketing strategies, Kelly’s entrepreneurial spirit enjoys the challenges of keeping up with this fast paced, ever changing industry. His passion is helping people achieve their web based goals, while taking away their pains and fears of online marketing. He has exceptional knowledge of hands-on product development, technologies development leadership, and customer relationship management.
Kelly demonstrates a servant heart by often contributing his time to help non-profit individuals and companies with their web presence and ongoing support. To help his community, he volunteered for a five year period, physically supporting staff and attendees of a Fatherhood Workshop program. Kelly lives in Vancouver, Washington with his wife, Anne, of 36 years, who is also his partner in business.
Kelly Burbank is the President and founder of Northwest Web Creation Company (NWWCC.com) and Northwest Web Hosting Company (NWWHC.com), both divisions of ProVisions Media. As a pioneer in the web development industry, beginning in the 1990’s, Kelly’s built a sturdy reputation for helping businesses establish a solid web presence.
Kelly has joined us to help bring Transformational Finance programs to you online!
Cullis “James” Autry has been the Executive Director of Serving Our Neighbors for the past 8 years & was one of its Founders, when SON began as a Steering Committee of local lead Pastors and Business Leaders mobilizing prayer & service in 1999. One of the major strategic initiatives of SON is the Christian Chamber of Commerce of the Northwest, wherein James has served as the Executive Director, Membership Director & Office Manager for the past 6 years. Prior to these assignments, James served as the Station Manager, Sales Manager, Programming Director & Promotions Director (from 1998-2010) & then facilitated Independent Sales & Marketing (from 2010-2014) for Crawford Broadcasting’s “The Truth” KKPZ 1330 AM Radio (www.KKPZ.com).
James has also served as the President (from 2013 to present) of the Portland Ashkelon Sister City Association (www.PortlandAshkelon.org), the Oregon State Coordinator (from 2000-2014) for National Day of Prayer (www.nationaldayofprayer.org) & is a founding Director of the Full Gospel Business Men’s Fellowship in America (www.fgbmfa.org) & the Christian Chamber of Commerce of the Northwest (www.christianchambernorthwest.com) and serves of the Board of Good Samarian Ministries. For 7 years (from 1997-2004), James was also the Producer & Co-Host of a weekly radio broadcast the “Israel Connection” with Bea Watson of Bridges for Peace (an outreach ministry based in Jerusalem, Israel for the past 40 years), was the Audio Producer of the “Kingdom Business Forum” with Patrice Tsague & Vicki Norris & is certified to teach Nehemiah Project International Ministries’ Biblical Entrepreneurship Certification Training Course in partnership with the Regent University’s School of Leadership and Entrepreneurship.
Family: James met his wife, Susan Conley, who was transferred in 1994 from the National Sales Office for Red Lion Hotels in Vancouver, WA to their Hotel & Convention Center in Modesto, CA. They meet in 1995 at the FGBMFI’s Northern California Convention, wherein they were married a year later. In 1996, James & Susan moved to Portland, Oregon to begin his work for Crawford Broadcasting Company’s Portland Radio stations KKSL 1290 AM / KKPZ 1330 AM and Susan transferred to the Jantzen Beach – Red Lion Hotel. In 1999, Susan was hired as a Sales Manager for The Portland Hilton & Executive Towers, in 2004 she was promoted to Assistant Director of Sales and in 2006 she was promoted to Director of Sales & Marketing for the Hilton Vancouver & Convention Center, wherein she retired from the Hotel Industry in 2008. In July 2000, they had their first son, James William “Will”, in August 2001 they had their 2nd son, Jonathan “Oliver” and in 2008, they had their 3rd son, Justin Alexander “Alec” Lynn Autry, wherein she now enjoys being a “Mom”, cooking, knitting, reading and taking care of their family.