Election for positions on the upcoming Rotary Club 29 Foundation Board will be held electronically March 21, 2:00pm through March 31, 11:59 pm through Simply Voting. Watch for the email link.
This is an Approve/Reject vote.
Meet the Candidates:
Director: 2 year term (2023-2025)
Year Joined: 2012 Years in Rotary: 10
Attendance: 100%
Perfect Attendance Years: 3
Offices Held: Foundation Director 20-23
Paul Harris Fellow +1
Most relevant experience outside the club that would prepare for your nominated role:
Community involvement outside the club includes serving as a Trustee of St. Luke’s Methodist Church, Executive Board Member of Boy Scouts Last Frontier Council, and Chairman of the Board of Oklahoma’s Comp Source.
Professionally involvement includes State President of the Oklahoma Association of Insurance and Financial Advisors. Received annual award as Oklahoma’s Outstanding Life Insurance Agent. Previously, Registered principal for national broker-dealer. Currently, Executive Chairman of David Capital Partners, providing insured financial capital funding estate, succession, and business needs, for individuals and companies specializing working with banks.
B.S. degree from OSU and advanced degrees from The American College in Pennsylvania.
Year Joined: 2015 Years in Rotary: 7
Attendance: 100%
Perfect Attendance Years: 5
Committees Chaired: Salvation Army 16-17
Awards Received: Community Service 16-17
Offices Held: Club Treasurer-Elect 20-21; Treasurer 21-22; Foundation Director 18-20, 22-23
Most relevant experience outside the club that would prepare for your nominated role:
+Financial Advisor and Vice President, TS Phillips Investments, Inc.
+Food & Shelter
Board Member (2014 – present)
Board President (2017 – 2018)
Board Vice President (2016)
Serving on the Rotary Club 29 Foundation Board previously, the One Pledge and International Service Committees, and as Rotary Club 29 Treasurer provided insight into how Rotary Club 29, its committees and the Foundation Board, collaborate to serve our community. Prior to becoming a financial advisor, I worked with two Fortune 500 companies and a holding company in financial management and analytical roles.
Year Joined: 2015 Years in Rotary: 7
Attendance: 37.50%
Committees Chaired: District Grants 17-18/20-21/21-22
Awards Received: Community Service 16-17/19-20/21-22
Offices Held: Midtown Rotary Club President (2011-2012); District 5750 Grants Subcommittee Chair 16-17; Assistant District Governor 14-16
Paul Harris Fellow +8
Most relevant experience outside the club that would prepare for your nominated role:
• Master of Business Administration
• Extensive board experience including:
Leadership Oklahoma City
Myriad Gardens Foundation
Lean Construction Institute
Oklahoma City Foundation for Architecture
OKC Midtown Rotary
• Work as an estimator requires computation of numbers including strategic thinking about costs
• Past experience on the District 5750 Simplified Grants Committee including several years as chair
Returning Officers and Directors
Chair Tim Dowd (2022-24)
Club President – Lesli Massad (2022-2025)
Club President-Elect – Suzanne Mitchell (2023-2026)
Club Immediate Past Treasurer – Lisa Synar (2023-2024)
Club Immediate Past President – Wes Milbourn (2022-2024)
Directors (2021-2024)
Jane Jenkins
Vered Harris
Sarah Roberts
Directors (2022-2024)
Matt Bown
Kendra Robben
David Walters