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WBC AT JEDI TEAM

ADMINISTRATIVE STAFF

Nancy Swift JEDI Executive Director

As a founder of JEDI, Nancy is profoundly committed to developing prosperity for all. She currently manages the JEDI team, develops programs and funding streams, and ensures regulatory compliance. She has built the organization to be responsive to community needs, meet its promises, and perform at a level that gains it the respect of its peers. Ms. Swift helped design the Women’s Business Center at JEDI.  Nancy is a former small business owner.

530-926-6670 x102 :: Contact Me

Trish Funk Director of Women’s Business Center

Trisha Funk has 18 years experience as an entrepreneur in various industries but her small business background goes well beyond that; She grew up in the family business working alongside her father and grandmother. She spent ten years as a registered rep and insurance agent before turning her financial business into a consulting and coaching practice that also focused on financial literacy education. From 2002 until 2017 she also played a cornerstone role in the family used car, truck and RV dealership. In 2016 she founded Pennies On Purpose, Youth Financial Literacy Non-Profit where she is passionate about ensuring that our youth in the public school system gain the skills and knowledge to make positive financial decisions for their future.

530-319-8560 x 202 :: Contact Me

Colleen Shelly Administrative Assistant

Colleen assists the JEDI staff with office-related tasks and provides support on various projects. She enjoys the rich diversity of the
entrepreneurs and business owners that come to JEDI and the WBC for professional development. Colleen works at JEDI part-time so that she can also do some substitute teaching, and pick up her kids after school.

[email protected] :: 530-926-6670, x104

Jim Wood - Technology and Database Manager

Jim Wood is our Technology and Database Manager. Jim helps JEDI and its clients put technology to work for them. He is also responsible for our extensive reporting systems including VistaShare Outcome Tracker, NeoSerra and EDMIS. He is a musician and a small business owner.

Robin Fator Web Developer and Digital Marketing Specialist

Robin Fator specializes in digital marketing, web design, ecommerce, and social media. In her previous position as a trainer and consultant at the WBC, she brought the It’s Your Etsy Business Craft Entrepreneurship class series to three counties in the North State. She is a small business owner, non-profit co-founder, self-published author, and holds certifications in several web-based applications. 

Marian Doub Systems and Data Manager

Marian builds systems for data collection and reporting and helps improve outcomes for WBC clients.

Isabelle Sullivan Moore Online Marketing Assistant

Isabelle Sullivan-Moore has been a social media administrator and consultant in the Pacific Northwest since 2012. Over the past 7 years, she has served 60+ small business and non-profits with social media management, content creation, graphic design, eNewsletter creation, member growth, and social ad campaigns.

CONSULTANTS

Natalie Ortiz Quickbooks Specialist & Consultant

Natalie Ortiz is a Quickbooks Online Certified Pro Advisor and owner of the boutique bookkeeping firm, Arius Bookkeeping.  She holds associate degrees in Accounting and Business Administration. Natalie is passionate about helping fellow small  business owners understand and maintain accurate financial records. She lives in Mount Shasta with her family, where she  enjoys gardening, swimming, and playing the ukulele. 

Nina Gibbs - Business Development Consultant & Loan Specialist

With over 15 years of experience in business planning and development, and a business owner herself, Nina is looking forward to applying her extensive knowledge to guide entrepreneurs and business owners through the process of planning, starting, and expanding their business visions. Based in Redding, Nina provides our clients with access to a wide network of funding resources and assists clients in producing formal business plans and financial projections for loan and grant applications. Nina obtained her Master’s Degree from the School of Global Policy & Strategy at UC San Diego and is fluent in English, Spanish, and Italian.

Michael Hough - Business Development Consultant & Accounting Specialist

Michael Hough is a QuickBooks ProAdvisor and has over 15 years of experience working with Businesses in Shasta County. Holding a BS in Accountancy, and an MBA, Michael has held various managerial and executive positions in the greater Redding area. Michael has been involved, in an administrative capacity, in all of the various stages of business development cycle, from Startup & Acquisition to Sale & Liquidation. Based in Redding, Michael is ready to assist entrepreneurs and business owners alike with their Bookkeeping & Accounting, Payroll, Cash Flow Management, Tax Planning, and General Startup, or other Business Development Needs.

Renee Getreu - Prosperity Asset Building Manager and Business Consultant

Renee Getreu is one of the founders of JEDI, and has benefited clients as the instructor of the financial awareness class Making Your Money Work For You for over 10 years. She also manages the matching-savings and an asset-building program called Prosperity Asset Building (PAB). An entrepreneur herself, she has lived in Siskiyou County since 1982.

"What inspires me most about working with JEDI are the courageous people who work with JEDI, both staff and clients working to develop strong business and financial skills so we can help our communities thrive and remain locally self-determined.

What I most love to do when I am not working with JEDI is to further my Master’s thesis on the tremendous healing power of raw food, and to see others begin to feel so much better as they incorporate more raw food and related healing power into their lives."

Ashly McHatton Online Business Presence & Marketing

Ashly McHatton is a cutting edge Professional Brand Developer and Business Brander for companies and other businesses  nationally. She delivers full scan brand development across all media – visual, digital and social. She creates powerful brand  identities applying a combined framework of platinum development standards used by Disney, Jeep, Starbucks, Clark Bar, REI  and other leading global brands. With detailed analysis, she takes business visions to iconic branding and innovative, award  winning marketing reality. 

 

Kate Bourland Digital Business Marketing & Websites

Kate is the Founder of Marketing Understood and helps overwhelmed business owners find the focus, clarity, and direction needed to build strong businesses. She provides step by step implementation and strategy to demystify the secrets to digital marketing and building online businesses.

She does this with courses, private group coaching, books, speeches, business advisory and personal coaching.

With 20+ years of hands-on marketing experience she can assist with funnel building & strategy, website development, email marketing, list building, blogging, membership and group coaching program development, affiliate marketing and general marketing.

She holds certifications in email marketing, marketing automation, SEO, Facebook advertising, media buying, and social media.

Di Strachan Change Innovator

Di Strachan,adventurer and owner of the award-winning leadership and development firm, Positive Futures.  Di provides community economic development services, executive coach and trainer, and is a community change innovator and motivational speaker. She has worked with hundreds of leaders, rural small business owners, non-profit directors and managers, city, state, and national governments along with resource agency leaders to help them thrive in their personal and professional lives. Di was the founding executive director of a rural non-profit that received the “Governor’s Award for Environmental and Economic Leadership in the area of Innovation for the State of California”.  Another business project of Di’s recently won the “Visit California Public Relations Poppy Award for Commitment to Community”.  She has written and generated over 1,500 travel and news stories for her clients with some story angles winning state and national media awards. 

Nancy Funk CPA

Nancy provides tax assistance to business owners in the North State. She has a background in not-for-profit if you need help with year-end preparation for your audit. I also have helped in not-for-profit set up and the 1023 application process. So anything from beginning to end in that arena is one place I have a real interest to be helping you. But I do enjoy the tax work too and love helping you minimize your liability.