2023 Annual Meeting

Supervisory Committee: Joyce Bennett
Service: Ms. Bennett has served on AdelFi’s Supervisory Committee since 2004, including one year as Chair.

Career/Ministries: Ms. Bennett is a Certified Public Accountant (CPA), in private practice since 1989, providing a myriad of business-related services to her clients, most notably in the areas of tax, accounting, consulting, training, advisory, and management.
She is active in various ministries in her church and currently serves on the church’s Finance and Joint Use Committees.  She also enjoys her weekly online BSF (Bible Study Fellowship) international group starting promptly at 6am PT each Thursday.  An avid fan of “The Chosen” she and a friend had the incredible privilege of flying to TX to take part in the filming of the Feeding of the 5,000 (S3, E8; #F5K) in June 2022.  God is good.

Education: BA in Economics & Business, Westmont College, Santa Barbara, CA; additional accounting and law courses, CSU Fullerton, CA; post-graduate classes in taxation, Golden Gate University, Irvine, CA campus; ongoing continuing education classes to meet biennial re-certification requirements.

Professional Certification/Affiliations: Member of the AICPA (American Institute of Certified Public Accountants) and the California Society of CPAs

Supervisory Committee: Jessica Schatz, CPA

Career/Ministries: Jessica Schatz, CPA, serves as the Senior Director of Finance at Claremont McKenna College.  Prior to that she served as Assistant Controller at Claremont University Consortium, and as Senior Auditor for Capin Crouse LLP, a firm specializing in serving Christian non-profits.  She has 20 years of experience in not-for-profit and higher education accounting. 

Education: Schatz earned her Bachelor of Science in Accounting at Azusa Pacific University and has her Certified Public Accountants license.

Board of Directors: Jeremy Anderson
Service: Mr. Anderson began serving on AdelFi’s Board of Directors in 2021.

Career/Ministries: Mr. Anderson works as a financial trading systems subject matter expect for Osterweis Capital Management based in San Francisco California. Mr. Anderson is also the principal of JMA Consulting Services, LLC which services trading software installation and consulting to fortune 500 companies. Prior to his work with JMA Consulting, Mr. Anderson worked at Bank of America in the technology department as a product owner of the trade order management system used by the Wealth Division of the bank. Jeremy has served as church treasurer and worked as youth leader over the years. He has also served as a board member for various sports programs in his home city of Weymouth, Massachusetts.

Education: Mr. Anderson earned his Bachelor of Arts in Accounting from Eastern Nazarene College, where he also served as Assistant Baseball Coach for 7 years. He also holds a master’s degree from The College for Financial Planning in Denver, Colorado.

Mr. Anderson is highly involved in his community. He recently served as President of the Massachusetts State Junior American Legion Tournament Committee in 2021. He and his family reside in Weymouth, MA. He is also the proud grandfather of Benjamin James Anderson recently born on February 19th, 2023.

Board of Directors: Joshua Guttau
Service: Mr. Guttau began serving on AdelFi’s Board of Directors in 2021.

Career/Ministries: As CEO and owner of TS Banking Group, a multi-state bank holding company, Josh has led a company that has grown 25-fold in assets over his 20 years with the company. Alongside organic growth, the company has carried out an acquisition strategy of other community banks and has expanded beyond traditional community banking into:

• TS Prosperity Group is a business that has joined the power of fiduciary services and contrarian investment analytics and management offerings formed to create better risk-adjusted returns than traditional investment approaches. These services are coupled with a financial planning firm and tax and accounting firm that was both acquired into the company.
• TS Ag Finance is a business that focuses on originating and underwriting Ag RE loans across the United States, becoming a Top 5 secondary market ag real estate lender in the nation.
• Currently working towards entering the DeFi and Blockchain areas.

The TS Banking Group reinvests 10% of the company’s profit back to the community through charitable giving and the funding of the “TS Institute: Financial Literacy for the Future”. A non-profit effort launched in 2009 as a pilot project in the local K-12 school district and has expanded throughout the company’s footprint along with assisting at the state and national level on various financial literacy initiatives.

Education: Josh possesses an MBA in Finance & Strategic Planning from Iowa State University and Professional Masters of Banking from Louisiana State University, and has taught at the Graduate School of Banking Colorado.
Josh has experience in global and national corporations within the food industry, manufacturing industry, agriculture industry, and banking industry. He is currently involved in the agriculture industry as a beef producer, serves as a trustee for the Iowa Banker’s (Health Insurance) Benefit Plan, director for AdelFi Credit Union, director for Olsson Associates Engineering, and as a consulting director for Caye International Bank (Belize, C.A.)

Board of Directors: Hilda Kennedy
Service: Ms. Kennedy has served on AdelFi’s Board of Directors since 2022.

Career/Ministries: Ms. Kennedy is the founder and President of AmPac Business Capital, a non-profit community lender on a mission to finance and foster business success from cradle to legacy. Established in 2005, AmPac started providing business loans in partnership with the US Small Business Administration in 2007. Currently, AmPac provides direct community loans for small businesses as state guarantee CDFI and SBA Community Advantage and SBA Micro lenders and through partnerships with local governments.

Education: University of California, Berkeley and Goldman Sach’s 10K Small Business Graduate – Cohort 9

Awards/Recognition: Ms. Kennedy has received numerous honors and recognition at the local, state, and national levels. 

• Designated Ambassador for Inland Empire Women in Manufacturing, bringing greater awareness to women in the region about the significant contributions of women makers – manufacturers.
• Selected as Women of the Year by Congresswoman Judy Chu.
• VP of Regulatory for the National Association of Development Companies (NADCO)
• Board of Trustees of Cal Baptist university, Riverside
• Past President of the National Association of Women Business Owners – Inland Empire Chapter and California, representing 11 chapters throughout the State.

Ms. Kennedy is married to Senior Pastor, Brian Kennedy of Mt. Zion Church, Ontario. They have four wonderful children. She loves to walk and hike, and one of her favorite pastimes is high tea with friends, cooking for her children, and bonus children from the church. She also enjoys teaching women’s bible studies.

Board of Directors: Caryn Ryan
Service: Ms. Ryan began serving on AdelFi’s Board of Directors in 2017. She serves as a member of the Board Risk and Information Security Committee.

Career/Ministries: Caryn Ryan is the Founder and Managing Member of Missionwell LLC. Caryn’s focus is on building and managing Missionwell’s world class team, setting the company’s vision, and leading corporate growth. She also serves as a financial advisor and senior strategist to select business partners. Caryn founded Missionwell out of the conviction that nonprofits and religious organizations should benefit from the same high quality financial and HR advice and services available to the for-profit sector.

Caryn has held financial leadership roles in some of the largest institutions in the world. As Chief Financial Officer for World Vision International, a $2.5 billion global relief and development organization operating in 80 countries, she led global financial operations and spearheaded corporate governance and shared service development projects. She established the organization’s global Treasury Center and led microfinance activities. Prior to World Vision, Caryn spent two decades with Amoco Corporation (merged with BP plc) in multiple financial roles, including CFO of Amoco’s downstream marketing and retail operations and CFO of BP’s International Oil Trading business.

Caryn is a sought-after keynote speaker and trainer, a visionary and early champion for virtual and shared service models for the nonprofit sector. She teaches at the Center for Non-Profit Management and the Christian Leadership Alliance on financial sustainability and board governance.

Education: Caryn has an MBA from Northwestern University and received the 2021 Distinguished Alumni Award from her alma mater Albion College. Caryn shares her expertise through leadership roles on numerous nonprofit boards. Presently, she serves as a director and officer of a Southern California credit union. She is a director at Union Rescue Mission, where she has chaired a variety of committees over the years.