This diverse group of community leaders bring valuable expertise and a passion for supporting our region to the Board of Trustees of the Community Foundation for Southern Arizona.
MICHAEL SULLIVAN, Chair, is Managing Director/Tucson and Regional Investment Manager/ Western United States for BMO Private Bank, which provides comprehensive financial services to affluent clients. Mike oversees a team of wealth management professionals dedicated to providing private banking and investment services to high net worth clients. He joined BMO in 1994 and has more than 33 years of investment experience, specializing in developing specifically tailored asset management programs for large and complex trust and investment relationships. He earned a bachelor’s degree in finance from the University of Arizona and a Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a member of the CFA Institute and the Tucson Society of the CFA Institute.
FRED CHAFFEE, Vice Chair, served as the President and CEO of Arizona’s Children Association, a 100-year-old statewide agency focused on child welfare, behavioral health services, early childhood development, and prevention programs. During his nearly 20-year tenure, he grew the agency 20-fold and Arizona’s Children Association is now the largest child welfare and behavioral health agency in Arizona, providing services in every county of the state. His expertise includes strategic planning, operations, and organizational development. Fred was on a number of national boards including the Child Welfare League of America and he chaired the Children’s Mental Health Advisory Board, and formerly an instructor at the Georgetown University Center for Juvenile Justice Reform. He now operates his own consulting firm, teaches at the Non-Profit Management Institute at Arizona State University and is on the National Board of Directors of The Children’s Home Society of America.
CANDE GROGAN, Secretary, has established a legacy of philanthropic leadership in Tucson through her generosity, volunteerism, and service. She was a Women’s Foundation of Southern Arizona Trustee for six years, including more than a year as chair. Cande was a trustee on the University of Arizona College of Fine Arts dance board for six years, serving two years as chair. She has lived in Tucson for more than 30 years and she and her husband Tom Grogan, M.D. are past owners of Ovens Bistro and Wine Bar.
CRAIG WISNOM, Treasurer, is a Certified Specialist in Estate & Trust Law by the State Bar of Arizona and a Certified Elder Law Attorney by the National Elder Law Foundation. Craig is a Tucson native who has practiced law for over 17 years in Arizona focusing on estate planning, elder law, estate and gift taxation, probate, and trust administration. He is also an Arizona licensed fiduciary and his law firm regular serves in fiduciary roles, including Trustee, Guardian, Conservator, and Personal Representative. He is a Fellow of the American College of Trusts and Estates Counsel. Craig and a former Chair of the State Bar Probate & Trust Section for the State Bar of Arizona, and the Estate and Trust Advisory Committee, which tests applicants and oversees the requirements for specialization through the State Bar. Craig earned a B.A. in Political Science from the University of Arizona in 1992, and his J.D. from the University Of Arizona College Of Law in 1995.
JOSEPH BLAIR is an international “ambassador” of basketball who launched his global career at the University of Arizona from 1992-1996. Drafted by Seattle in 1996, “JB” opted out of playing in the NBA and pursued a career in Europe, primarily in Italy. The bilingual hoop-star assimilated into Italy’s rich culture and was named the Most Valuable Player of the Euro league. During his 13-year career, Joseph was a Harlem Globetrotter, conducting summer camps in Tucson and other U.S. cities. He also conducted his own basketball clinics in Greece and provided a basketball academy in Italy. He has run the Arizona Basketball Academy for thirteen years, which is a pro-bono camp for young Tucsonans involved with other non-profit organizations. Joseph hosted his own radio program, and has given back to the community, serving as a master of ceremonies, judge and as Executive Director of The Blair Charity Group.
CARRIE BRENNAN is the founding principal and executive director of City High School, an innovative charter high school in downtown Tucson that opened in 2004. Carrie is a career-long educator, with extensive experience in all facets of the field, including classroom teaching, school leadership, and teacher training. She received the annual Exemplary Teacher Award from the Southern Arizona Writing Project in 2002, was honored as a 40-Under-40 for the Tucson community in 2006, and in 2008 received the Circle of Honor award recognizing Arizona’s top principals. Carrie earned her MA in Education from the University of Arizona and her undergraduate degree from Dartmouth College.
TONY DABDOUB is the major stockholder and managing director of the DAB Development Group, a family owned real estate development business in Nogales, Sonora since 1988. He is the State Director of FESAC (Fundacion del Empresariado Sonorense, AC). Major achievements include the construction of more than 2.2 million square feet of industrial buildings for foreign companies; the construction and development of four industrial parks; a commercial plaza; a residential development; and a business class hotel. Underway is a new integral settlement south of Nogales, Sonora; a new residential community; and a new commercial plaza. He is a stockholder in enterprises of the same family business in Arizona, with four hotels in operation and two more underway.
DARRYL DOBRAS is the President of DBD Investments, Inc., a family owned, privately held investment company that has operated in Arizona since 1975. In 1980, Darryl co-founded Territorial Bank in Tucson, which was sold to Arizona Commerce Bank in 1986. He subsequently acquired an interest in First National Bank of San Diego and was a member of the Board of Directors until the bank was sold in 1994. From 1981 to 1986, he provided vessels to the offshore oil industry in Southern California, Alaska and the Gulf of Mexico. Tidewater Marine, Inc. purchased the company. In 1986, Darryl co-founded Triad Oil and Gas Company based in Ohio. He continues to be an active investor in startup companies through his DBD Fund, LLC.
BOB FRIESEN retired as Chairman and CEO of APTA Software, a Tucson company that provides software for financial services, government and nonprofit organizations. Before his APTA career, Bob worked for IBM, where he held numerous positions for 32 years, including Vice President of Development and Manufacturing and General Manager of IBM Tucson. Bob has served on many boards including United Way, University of Arizona Foundation, Arizona Theater Company and Tucson Chamber of Commerce. He is a graduate of the University of Colorado.
BILL HOLMES is the Managing Partner of CPR2U; an American Heart Association authorized training center. Bill has a long history of serving the Tucson community, beginning in 1975 as a touring staff member of the international performing group, Up With People. He has chaired the boards of many nonprofits including Catholic Community Services, Pima Youth Partnership, the Saguaro Girl Scout Council, Chicanos Por La Causa and The Tucson Hispanic Chamber of Commerce. Bill is the current board chair for the Fox Theatre Foundation and serves on the board of JobPath, The Children’s Museum Tucson, the Tucson Jewish Federation and the Assisted Living Network. Bill Has three adult daughters and six grandchildren.
MARIAN LALONDE, Ex-Officio, is an attorney for the Tucson office of Quarles & Brady, LLP. She is a member of the firm’s Energy and Environmental Practice Group and enjoys a multi-dimensional practice, specializing in civil litigation, corporations (for profit and non-profit), pubic land, natural resources, mining, environmental, equine/animal and administrative law. Having graduated from the University of Arizona with a BS in Agricultural Education and a Minor in Political Science, she received her J.D. from the University of Arizona in 2006. While in law school, Marian lobbied the 47th Regular Session of the Arizona Legislature and secured passage of the Emancipation of Minors law. She was also a member of the 2006-2007 Moot Court Board and participated in the Law School’s Child Advocacy Clinic where she represented children involved in the State Foster Care System. Formerly, Marian worked as a rule writer for the Pima County Department of Environmental Quality. Marian actively participates in local homeless youth and child advocacy efforts. An alumnus of Youth on Their Own (YOTO), she presided as president and is now and ex-officio member of the YOTO board. She has been a presenter and keynote speaker at various seminars and events related to homeless and at-risk youth, foster care, emancipation, and the legislative process. In addition to serving on the Komen Southern Arizona Board, Marian sits on the Board of Trustees for the Community Foundation of Southern Arizona. In 2008, Marian was honored as the Tucson Business Edge 40 Under 40 Woman of the Year. In addition to her community work, she enjoys competing regionally and nationally with her horses, Scarlett, Brooklin and Bre.
NATALIE FERNANDEZ LEE is a professional in the financial industry, proud mother of four and committed to her mission of finding and implementing ways to improve and strengthen the Tucson community. Natalie works with the Greenberg Financial Group and utilizes her more than 17 years in the Financial Services Industry to create better financial futures for her many clients. In addition, she co-hosts the weekly Money Matters radio in a commitment to educate Tucson and Southern Arizona in the areas of finance and personal responsibility. Natalie is active in numerous non-profit organizations, including the Leukemia & Lymphoma Society, St. Michael’s Episcopal School, The Community Foundation of Arizona, The National Charity League and many others. “Lead by example” is a motto that she and her husband embrace in order to make an impact on the lives and community around them.
JAN LESHER is Deputy County Administrator for Pima County. She has served as Chief of Staff for former Arizona Governor Janet Napolitano and then as Chief of Staff for Operations at the Department of Homeland Security under Secretary Napolitano. She was Director of Arizona’s Department of Commerce. Jan is an accomplished public servant and recognized leader in crisis communications, homeland security, policy and operations. Between her tenures of public service, Jan started Lesher Communications, a successful public relations and communications consulting firm in 1990, and served as Vice President of Communications and Marketing for the Tucson Economic Development Corporation, Executive Director of the Tucson Community Cable Corporation, and Vice President of Warner-Amex Cable. Jan was named a Woman of Influence by Inside Tucson Business in 2004 and Woman of the Year by the Metropolitan Tucson Chamber of Commerce in 2005. In 2008, she was the Arizona Capitol Times Leader of the Year in Public Policy and received the YWCA Business Leadership Award.
PAUL LINDSEY is the immediate past-chair of the CFSA Board of Trustees. He is semi-retired since selling Coldwell Banker Success Realty, Catalina Title and Tower Rentals. Paul continues to be active in the business community as the owner of several small local businesses. Paul’s public service dates back to his founding of COPE Health Services in 1974. Since then he has served many non-profits, including the Tucson Housing Foundation, the Tucson Association of Realtors, the Pima Community College Foundation, Tucson 30, the Southern Arizona CCIM Chapter and SACASA, among others. Mr. Lindsey is currently Vice-President of the board of The Loft Cinema and active with Planned Parenthood, HandiDogs, and serves on the national board of advisors of both the UA College of Education and Eller School of Management. He was granted an honorary Doctorate of Humane Letters from the University of Arizona this year in recognition of his service to the University and the community.
DONALD LURIA is the Founding President of Tucson Originals, the Tucson Culinary Festival and past chair of the Council of Independent Restaurants of America. He has served with the Good Business Partnership program for the City of Tucson, and has board associations with more than 27 arts, culture and community groups. He served on the national Board of Museum Trustees Association and the Advisory Board of the Project for Arizona’s Future. Don has received numerous awards for his contributions to the arts and the community through the years. He was Director of Research for a planning commission in Eastern Pennsylvania; with IBM’s Advanced Systems Development Division he worked with Mayor Richard Lee in New Haven, Connecticut; and with System Development Corporation worked with Mayor John Belk in Charlotte, NC. He was a consultant with the Assistant Secretary of Policy Development and Research for HUD; Chief of the Center for Applied User Research at the U.S. Census Bureau; and Director of Research for Mayor Marion Barry in Washington, D.C. After moving to Tucson and starting his culinary career, Don and his wife Donna Nordin, along with other partners, started Café Terra Cotta. He currently serves on the boards of Local First Arizona, Southern Arizona Arts & Culture Alliance (Secretary), Slow Food Southern Arizona (Chair) and is Chair of the Culinary Tent Committee for the Tucson Festival of Books.
KAREN McCLOSKEY is a Shareholder at BeachFleischman PC where she provides tax services to include planning and compliance for closely-held businesses and their owners, as well as for not-for-profit organizations. Working in public accounting for 30 years, she has extensive experience in federal, Arizona, California, and multi-state income tax issues. Karen serves on the board for Tucson Botanical Garden as Treasurer.
RICHARD MUNDINGER is the Principal of RMH Group where his responsibility includes evaluating investment ideas, the valuation of securities, and determination of appropriateness for inclusion into client portfolios, portfolio management, asset allocation and investment policy statements for investors, charitable trusts, foundations and corporations. Prior to joining RMH, Richard was a Principal at Sunrise Capital Management, LLC, where he developed an innovative “total return” investment strategy to smooth out portfolio volatility and enhance returns, now the basis behind RMH’s approach to investment management. Before Sunrise, Richard was Vice President at RBC Dain Rauscher and has held institutional equity and derivatives positions for several investment firms in Canada. He is a Chartered Financial Analyst (CFA) and has written and published articles on a variety of topics, including hedging concentrated stock positions, investment policy statements and asset allocation strategies. He serves on CFSA’s Investment Committee and Board of Trustees, Rotary International and President of the CFA Society of Tucson. Richard graduated from the University of Toronto with a Bachelor of Commerce in Finance and is a Fellow of the Canadian Securities Institute.
CHINWE MARY OKOYE is with the City of Tucson as Director of Intergovernmental Relations. She graduated from the University of Arizona College of Law, attending the Georgetown Law Center in Washington, D.C. during her third year of law school while interning with the office of Senator Dennis DeConcini. Prior to accepting her current position, she worked in private practice, served as a Tucson City Court Magistrate and was Pima County Public Fiduciary. She has served as a project specialist for the TUSD School Master Plan effort, and has facilitated Town Halls, Public Meeting, and numerous focus groups on behalf of the district.
ANNE ROEDIGER is a founding partner at Roediger Hoff PLC, a certified public accounting firm based in Tucson. A fourth generation Tucsonan, she earned her bachelor’s and master’s degrees in accounting from the University of Arizona. As a member of the Tax Practice Committee of the Arizona Board of Accountancy, Anne keeps abreast of the accounting profession’s high ethical standards and challenges by continually updating her skills with professional education in taxation, accounting standards and strategic planning. She is also an active member of the Southern Arizona Estate Planning Council, the Tucson Tax Study Group, the Arizona Society of CPAs, and the American Institute of CPAs. She has served on the boards of several non-profit organizations and has helped many organizations obtain their tax-exempt status with the IRS. In her spare time, Anne enjoys flying airplanes and studying foreign languages.
JIM ROWLEY is a partner in Strongpoint Marketing, a Tucson-based public relations, market research, and crisis communications agency with offices in San Francisco and Wilmington, Delaware. In 2011 he retired as Vice President for Audience Development at the Arizona Daily Star. His 45-year newspaper career is highlighted by awards for Lifetime Achievement from the Newspaper Association of America, the Silver Medal Award for Community Service from the American Advertising Federation, and he is a four‐time winner of the Gannett newspapers President’s Ring for Marketing Excellence. Jim was named one of the 25 most influential people in support of the Tucson Pima Arts Council. He was the marketing director for the prototype newspaper, which became USA Today. He is past president of Tucson’s American Advertising Federation, the Newspaper Association of America Marketing Federation and the Tucson Pima Arts Council. He studied printing technology and management at California Polytechnic State University in San Luis Obispo and marketing and economics at Golden Gate University in San Francisco.
BARBARA SMITH is a Senior Loan Officer with Sunstreet Mortgage. Passionate about civil rights and justice, she serves on the Board of Directors for the LGBT&S Alliance Fund and volunteers with Wingspan. Other volunteer positions include Tu Nidito, Tucson Community Food Bank, Casa de los Ninos and Pathways. She is also a volunteer docent at Reid Park Zoo where she handles small animals and speaks about conservation. Barbara studied art and architecture, and upon completing graduate school, designed commercial and residential interiors for Parker and Alford Interiors, Architecture One and California Design Center.
JODY SUMMERSET ROLL has a Master’s degree in social work and has extensive training in disaster response and is trained in canine pet therapy. She works at the University of Arizona on the crisis assistance team which responds to disasters and traumatic events that occur on the university campus or with university students or employees. She is also the administrator for the Jasam Foundation, a charitable organization whose primary mission is to provide resources for social services and education. She and her golden retriever sunshine visit hospitals and retirement homes providing pet therapy. In the past she has worked in the hospital setting using her social work degree and has worked at Family and Children Services with battered women and in school settings as a school counselor.