Oliver Sholder

Founder & Managing Partner

Oliver was inspired to create Everpeak Partners after successful careers working at four top-tier Salesforce consulting firms. He founded Everpeak Partners with the goal of refining the art of Salesforce consulting to a value-based approach where client success is the top priority. Oliver is a 4x certified Salesforce consultant and technical architect with experience implementing Salesforce solutions for more than 200 organizations since 2013. Oliver collaborates with clients to develop strategic plans for multi-phase solution implementations. He is in charge of new business development, client success and company-wide strategy. He holds a degree in business administration from North Carolina State University. In his free time, he enjoys traveling, hiking, playing chess, and reading. Oliver resides in Portland, OR.

Jason Fry

Co-Owner & Managing Partner

Jason oversees internal operations at Everpeak in addition to closing new deals and running a few large consulting projects. He is a 3x certified Salesforce consultant and technical architect with 9+ years of business ownership experience. Jason was an independent advisor during Everpeak's founding in 2017 and for its first two years. In 2019 he moved to Portland to join the team full time. In 2020 he became a Managing Partner. Jason graduated cum laude from The University of Florida with a double major in Sustainable Development and Pre-Law. After hiking the Appalachian Trail, he earned his law degree from the University of North Carolina at Chapel Hill. As a Swiss citizen, he is known for his attention to detail and follow-through. In his free time he enjoys biking, exploring, and kitesurfing. Jason resides in Portland, OR.

Dave Huffman

Senior Salesforce Consultant

Of Dave's 20+ years working in information technology, he has spent the last 7+ years implementing and developing solutions in Salesforce. He has been an administrator, developer, database designer, project manager, business systems analyst, and IT leader working in the management consulting industry. He is a certified Salesforce consultant who loves working with organizations to find effective solutions to business problems and to facilitate organizational change. Dave is a Portland native, and in his free time loves to spend time with family, wilderness camping, and road trips. Dave resides in the greater Portland area.

Tom Balistreri

Salesforce Consultant

Tom is a Salesforce professional with 15+ years of experience implementing systems and processes for organizations of many different sizes and industries. Adept at Sales Cloud, Service Cloud and Experience Cloud, Tom believes that business still comes first and that technology can too often be used as a band-aid for broken operations. When taking on a new project his goals are threefold: First, understand the organization's overall mission. Second, investigate the root business concern that needs to be resolved implementing the platform. Third, understand the supporting processes and help identify waste before focusing on design and configuration of the Salesforce instance. When not on the job, Tom enjoys wandering in the mountains, the ocean or anywhere in between, with the belief that preparedness helps guide the way. Tom resides in Florida.

Eric Shaffer

Salesforce Consultant

Eric has 20+ years of IT experience including 10+ years of Salesforce consulting & administration experience. He worked at Salesforce as an applications analyst prior to becoming a Salesforce consultant. Eric has a broad range of experiences serving as a bridge between human and technical systems. He strives to maintain a holistic approach that ensures long term client success with Salesforce. Eric holds a bachelor of science degree from Portland State University. In his free time, he enjoys hiking, photography and cooking. Eric resides in Portland, OR area (Hillsboro).

Eason Recto

Salesforce Consultant

Eason is a certified Salesforce professional with experience working as an Administrator, Developer, and Business Analyst. He excels in designing and optimizing business processes while constantly striving to expand his skill set. With high energy and creativity in his problem-solving approach, he focuses on delivering timely and quality results to Everpeak Partners’ clients. Eason holds a BS in Operations Research & Engineering from Cornell University. In his free time you can find him working out, producing music, hiking, and reading. Eason resides in Portland, OR.

Neil Mork

Pardot Consultant

Neil is a Salesforce & Pardot professional with 6+ years of experience. He worked alongside Everpeak's founder Oliver Sholder in 2015 on a Pardot implementation while at a company called Green Festivals. In 2017, Neil joined the Everpeak team to focus on Pardot consulting & training engagements. He's known for his sense of humor, positive attitude, and abundance mindset. Outside of the marketing automation world, music, cooking and comedy rank as his favorite free-time activities. Neil lives in Asheville, NC.

Dan Chapman

Senior Salesforce Developer

Dan is a Salesforce certified developer with an extensive 15+ year background serving as a systems architect for complex software integrations. His experience ranges from custom Salesforce development, to teaching college-level coding classes to full-stack web applications engineering to managing technical teams. He has worked with sales, e-commerce, marketing, product, and IT teams across retail, finance, education, and numerous other vertical markets. Outside of work, Dan enjoys hiking, yoga, dance, and meditation. Dan has called Portland, OR home since 2001.

Lynn Davis

Salesforce Developer

Lynn is a Salesforce Certified Developer working on Salesforce Platform for the last 10+ years. He has over 30 years of systems development experience including 20 years as an engineer at Hewlett Packard. He has worked at several different companies as Sr. Salesforce Developer building custom integrations and complex system elements.  His goal is to use technology to better enable others to complete their daily tasks easily and effectively. Lynn holds a masters degree in computer science from the University of Wyoming. In his free time, he enjoys biking, hiking, gardening, and working on his home in the mountains. Lynn resides near Dubois, Wyoming.

James Lopez

Executive Assistant to Managing Partners

James brings excellent team management, recruiting and administrative experience to Everpeak Partners. He worked for New Seasons Market as a Grocery Manager where he managed the center store, which generated over $11 million annually. He coached and developed his staff into leadership roles, managed inventory, maximized sales and built relationships with vendors. James supports the managing partners across administrative functions ranging from sales support to recruiting. James loves spending time with his son, enjoying the outdoors and loves to DJ and produce electronic music. James resides in Portland, OR.

Janelle Fitzpatrick

Business Development Representative 

Janelle is a Salesforce business development representative for Everpeak Partners. She assists with lead generation, appointment setting and follow-up with key clients. She previously worked for the City of San Francisco's department of the Environment as a commercial zero waste specialist and as the program services coordinator at TODCO Group. Janelle  enjoys the great outdoors, spending time with her kids and yoga. She lives in Portland, Oregon.

 

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