From red eyes to home visits, from kitten heels to construction helmets, we’ve been leaders in the senior housing industry for over three decades. We got there the only way we know how – one deposit, one building, and one uncompromising goal at a time. We passionately believe that prospects should be treated like people, and we won’t stop until every older adult is seen and valued as the beautiful, messy, intelligent human being they are.  

Our Founders

Alex Fisher, Founder and Chief Creative Officer

Alex Fisher, Founder and Chief Creative Officer

David Smith, Founder and Chief Executive Officer

David Smith, Founder and Chief Executive Officer

Scott Barbeau
Scott Barbeau
Data Analyst
Scott Barbeau
Data Analyst

In Scott’s world, there’s no such thing as a typical day. So he never knows what challenges he may uncover as he begins each new day. A critical thinker with crazy technical skills, we know Scott will continually figure out ways to improve our data analysis and migration to deliver the highest quality results for our clients.

Typical is not something Scott embraces. He's always up for a challenge!

Elena Berkery
Elena Berkery
Director of Customer Experience
Elena Berkery
Director of Customer Experience

Elena is a Tuscan-born world traveler who never takes “no” for an answer, believing there’s always a way. After immigrating to the U.S. at age 29, she says she is proud to be the product of her own making.

As Director of Customer Experience, she represents the tone and voice of the Sherpa brand, focusing her worldly insight to develop targeted strategies that build, cultivate and sustain our key customer relationships.

Elena has been with Sherpa since the beginning. As a former leasing counselor at The Gatesworth and The Colonnade, Elena is one of Sherpa's first employees and helped with everything from onboarding to customer service to accounting. She is proud to say that all she knows she learned from Sherpa's founders, David Smith and Alex Fisher.

Terry Blackmill
Terry Blackmill
Senior Software Engineer
Terry Blackmill
Senior Software Engineer

Ask Terry where he's from, and he'll answer, "Nowhere." His father was in the Air Force, so Terry lived all over the U.S. and England while growing up. In high school, he figured out how to program games on his TI-86 calculator, and he's been teaching himself how to code ever since.

Terry still spends his free time learning new programming languages, and his message for anyone who wants to live a happy life is, "Don't ever stop learning." Terry enjoys cooking, painting and creating elaborate Halloween costumes that delight his children, ages 7 and 9.

Ryan Boat
Ryan Boat
Lead Software Engineer
Ryan Boat
Lead Software Engineer

Ryan is an Oregonian, former lumberjack and talented musician whose stint designing websites for Patron taught him how to make seriously good tequila cocktails. When he’s not running, trading stocks or performing at local open mic nights, Ryan can be found jet-setting around the country visiting family and best friends.

At Sherpa, he’s involved in the full software development lifecycle from concept and planning to delivery and deployment.

Katie Davis
Katie Davis
Chief Strategy Officer
Katie Davis
Chief Strategy Officer

Katie is originally from Cherryville, N.C. (a wonderful little town with more cows than people) and graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Public Relations. She later received a Masters of Health Administration from the University of North Carolina at Charlotte.

In her spare time, you can find her drinking too much coffee, writing, running or practicing dressage on her wonderful horse, Molly.

With over a decade of experience in the senior housing industry, Katie most recently served as Chief Operating Officer for the Maxwell Group, a senior housing management company which owns, develops and operates continuing care retirement communities, multi-level healthcare communities and a private-duty home care provider.

Using her experience as a C-Suite Executive responsible for overseeing the implementation of Sherpa successfully in a multi-unit portfolio, Katie offers a client-centric perspective on Sherpa’s unique value. As Chief Strategy Officer, Katie works in collaboration with Sherpa’s leadership team as well as existing and new clients to inform branding, drive sales and to support company growth.

Teresa Grosch
Teresa Grosch
Software Developer
Teresa Gorsch
Software Developer

Fluent in Arabic, Teresa's first job was in the intelligence community. After deciding that wasn’t for her, she discovered a passion for technology. That passion drove her to study development until she landed a job at Sherpa, where her talent for programming helps our clients enjoy greater efficiency and better overall customer service.

When she's not working, Teresa goes dancing with friends and spends time with her 25-pound black cat, Gus.

Matt Jesperson
Matt Jesperson
Chief Operating Officer
Matt Jesperson
Chief Operating Officer

As Chief Operating Officer, Matt plans, directs and coordinates the execution of Sherpa's operation strategy. He is responsible for ensuring that all of our team members have the resources and support necessary to improve the performance, productivity and efficiency of each department to successfully partner with our customers in guiding change.

Matt has 16 years of marketing and sales experience in the senior living industry. His prior responsibilities include Partner & Chief Marketing Officer of Havensworth Senior Living and Partner & Vice President of Marketing and Operations at Courtyard Senior Living. Matt has also presented for the Sales and Marketing Curriculum at Erickson School Executive MBA Program at the University of Maryland; and, he has been a contributor for the annual Advanced Sales & Marketing Summit for Senior Housing, Assisted Living and Nursing Industries.

Matt was born and raised in Orem, Utah, at the foot of Wasatch Mountains. He has climbed and skied mountains throughout the United States and South America. Prior to college, Matt lived in Argentina for two years as a missionary for the Church of Jesus Christ. He then earned a finance degree in 2003 from the Marriott School of Management at Brigham Young University. Matt's happiest moments are spent with his wife and four children.

Adam Levinson
Adam Levinson
Chief Technology Officer - Technical Founder
Adam Levinson
Chief Technology Officer - Technical Founder

As CTO for Sherpa, Adam creates all technical strategy ensuring it’s power to execute Sherpa’s overall business strategy. His day includes communication with Business Partners and clients in implementation and understanding of the “big picture” as it relates to technical solutions. He oversees all technology aspects for the company including architecture, Integration, and the development of technical staff.

“As the world becomes more connected, technology provides a necessary role in linking empathy and deeper relationships. My motivation comes from a belief that high end technology can link genuine relationships and compassion in it’s technical design,” Adam says. As Adam moves beyond traditional boundaries in high-tech capacities, his goal is to ensure the technical roadmap adds a meaningful value to everyday lives.

Adam is married and has three children including two daughters and a son. He enjoys outdoor adventures in white water rafting, hiking, deep sea fishing, and traveling. He still has a passion for restoration of old muscle cars, and loves to play golf to relax.

Matt Leonard
Matt Leonard
Director of Client On-Boarding
Matt Leonard
Director of Client On-Boarding

Matt’s goal as a teacher was to have an impact on his students’ lives. He brings that same philosophy to Sherpa, where his role is to help new Sherpa users through the rigorous onboarding process with empathy and efficiency.  He holds a master's degree in clinical psychology and draws on his background as a therapist and researcher to guide both people and data through the transition.

In his free time, Matt enjoys yoga, working out at the YMCA, traveling, trying out new restaurants and watching TV dramas.

Patrick Leonard
Patrick Leonard
Director of Sales
Patrick Leonard
Director of Sales

Patrick has five older brothers, so it's no surprise he's big on relationships. He enjoys nurturing long-lasting friendships with people from all stages of his life as well as spending time with his family, who lives nearby. When he’s not working, Patrick likes to see live music and sporting events, spend time outdoors and try the hottest new food joint with his girlfriend.

Patrick's energy and enthusiasm for meaningful relationships shines through at Sherpa. As the Director of Sales, he works to please the people he serves, believing his legacy is less about what he accomplishes and more about how he makes people feel.

Michael Liu
Michael Liu
Software Developer
Michael Liu
Software Developer

Michael moved to St. Louis from Ohio for college with intentions of becoming a doctor. But his many interests led him from pre-medical biomedical engineering to psychology to computer science. Now Michael spends his days programming at Sherpa and his evenings either rock-climbing at a nearby gym or playing board games with friends. He has a passion for travel and dreams of dining around the world as a vegetarian. He looks forward to revisiting Taiwan with his family and eventually exploring Denver, Seattle, and Europe.

Scott McRae
Senior Software Engineer
Scott McRae
Senior Software Engineer

Scott loves music. A former professional musician, he's been playing guitar and bass in rock bands since he was in high school. At home, he keeps a drum set in the basement so his two children can get in on the fun. Scott says software engineering reminds him of playing music because it combines analytical thinking with creativity. At the office, you'll usually find him writing code while jamming out on his headphones.

Crissa Petrovic
Crissa Petrovic
Development Project Coordinator
Crissa Petrovic
Development Project Coordinator

Crissa is fiercely independent. When she makes up her mind, there’s no stopping her – she gave up meat and gluten, lost 100 pounds, eliminated all debt and took up the hula-hoop. Her professional journey is equally exciting. She started in law and is now in tech, where she says she’s found her groove.

Crissa came to Sherpa as an apprentice software developer through the LaunchCode program. Now her focus is on coordinating projects for the development team and working closely with the CTO and Product Manager. When she’s not coding at Sherpa, she’ll likely be salsa, swing, or hoop dancing and spending time with her husband and friends.

Lori Pletka
Lori Pletka
Customer Experience Specialist
Lori Pletka
Customer Experience Specialist

Lori is a fearless urban explorer constantly on the hunt for new adventures. She moved to St. Louis after law school, and when she's not studying for the Bar, you'll find her at baseball games, farmer's markets, museums, state parks and local coffee shops. She also loves to read and cuddle with her cats, George and Chai. At Sherpa, Lori's job is to make sure customers feel taken care of. She helps solve users' problems and answer their questions.

Brie Ramsey
Brie Ramsey
Manager of Customer Experience
Brie Ramsey
Manager of Customer Experience

Brie treats everyone like they're family. And that's good for us, because her own family describes her as a ray of sunshine on a cloudy day. Brie married her high school sweetheart, and they have two adorable children together. She names her mother as her best friend and idol.

Brie's sunny personality makes her the perfect person to build and enhance customer loyalty as our Manager of Customer Support. When she's not working, Brie loves to dance, watch TV shows on Netflix and pretend she's a food critic.

Brent Roberts
Brent Roberts
Senior Product Manager
Brent Roberts
Senior Product Manager

Brent started his career decades ago as an analog film proofer. He soon found himself immersed in constantly evolving technologies, so he starting learning as much as he could – from workflow automation to digital solutions – on the fly. As a manager, he discovered he had a passion for mentoring those around him. He strives for excellence in every part of his career while never forgetting the experiences and people who helped shape his unique perspective. Admittedly, Brent considers himself a nerd.

There is no such thing as a typical day at Sherpa. Some days, Brent may be providing quality assurance testing while on others he’s drafting agile product requirements and creating new processes to improve workflow. Every day, however, our team – and our customers – count on Brent to ensure the Sherpa development processes and projects are running smoothly.

Andrew Schechter
Andrew Schechter, CPA
Controller
Andrew Schecter, CPA
Controller

Andrew visits his grandparents once a week. This close relationship gives him great perspective when it comes to understanding seniors – perspective we find invaluable even from our numbers guy.

The whole Sherpa team counts on Andrew to make sure we are fiscally responsible. He establishes our financial policies, procedures, controls and reporting systems to maximize return on our financial assets so we can continue to provide the best possible products and services to our clients.

Alex Serrano
Alex Serrano
Data Migration Specialist
Alex Serrano
Data Migration Specialist

A former middle school and high school teacher, Alex quickly discovered he needed a new direction, and he found it in the tech industry. He left teaching teenagers and started training software users, eventually uncovering hidden talents for development.

At Sherpa, he ensures data is of the highest quality before going into Sherpa, which gets new users off to a smooth start. He also rediscovered his passion for teaching because at Sherpa, he found a group that loved to learn!

Kelley Steiner
Kelley Steiner
Executive Assistant
Kelley Steiner
Executive Assistant

Kelley has three children and three grandchildren (and one on the way!) of her own, but her motherly devotion to the members of Team Sherpa makes all of us feel like we're part of her brood. Known affectionately as Mama Bear, Kelley keeps the office running smoothly and efficiently by working closely with the executive management team, organizing calendars, making travel arrangements, planning events, trainings, meetings and more.

When she's not at work or babysitting grandbabies, Kelley is an avid fan of all sports and likes to read, paint, draw and go hiking and walking. 

Lindsay Toler
Lindsay Toler
Director of Communications
Lindsay Toler
Director of Communications

As a former professional journalist, Lindsay uses her seasoned writing skills to advance the Sherpa brand. She manages our communications plan and builds external relationships with the Sherpa's constituencies, including customers, vendors and the media.

Lindsay is a confident-in-her-own-skin fitness enthusiast with a penchant for kickboxing, weightlifting and belly dancing. She worked as a reporter in London, Beijing, Seattle and St. Louis and served as a Peace Corps volunteer in Moldova.

Shannon Wiseman
Shannon Wiseman
Director of First Impressions
Shannon Wiseman
Director of First Impressions

Shannon is an adventurer with a passion for travel. On one of her adventures, she co-rescued a five-week-old kitten from the set of the TV show The Biggest Loser. Named Detective Ninja Mine Special Agent, he also responds to Stretchy, Yawn-der Mountaintop and other extemporaneous monikers. Shannon nursed Ninja back to health, and Ninja lets Shannon stay at his place as long as she pays the bills and provides adequate affection.

Shannon’s passion, professionalism and ability to wear a lot of hats have earned her the title of Director of First Impressions.

 
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    “Sherpa has changed the industry, maybe forever.

    Donald Thompson
    CEO, Senior Living Communities – Charlotte, NC