Loading...
HomeMy WebLinkAboutDocumentation_Regular_Tab 07_10/09/2008VILLAGE OF TEQUESTA AGENDA ITEM TRANSMITTAL FORM VILLAGE COUNCIL MEETING: Meeting Date: October 8, 2008 Meeting Type: Regular Ordinance #: N/A Consent Agenda: ~ Noose an item. Resolution #: Click here to enter tex+,. Originating Department: Finance 2. AGENDA ITEM TITLE: (Wording form the SUBJECT line of your staff reoortl Appointments to audit committee 3. BUDGET /FINANCIAL IMPACT: Account #: N/A Amount of this item: N/A Current Budgeted Amount Available: N/A Amount Remaining after item: N/A Budget Transfer Required: No Appropriate Fund Balance: No 4. EXECUTIVE SUMMARY OF MAJOR ISSUES: (This is a snap shot description of the agenda item) The Village Council to appoint audit committee members from a list of applicants that responded to an advertisement for applicants that have a background in finance, audits or related experience in the financial field who are interested in serving on the audit committee. 5. AF'F'KUVALS: ~. Dept. Head:. ~ ~ - Finance Director: / C-` Attorney: (for~legal sufficiency) Yes ^ No ^ Village Manager: ~- SUBMIT FOR COUNCIL DISCUSSION: APPROVE ITEM: ^ DENY ITEM: ^ :~1 ~.~1 bf~..~V.D ~M FIN.~NCE DEP.~RTIfF.NT DATE: OCTOBER 3, 2008 TO: MICHAEL R. COUZZO, VILLAGE MANAGER FROM: JOANN FORSYTHE, FINANCE DIRECTOR RE: APPOINTMENTS TO AUDIT COMMITTEE Please add this item to the agenda of the October 9, 2008, Regular Meeting of the Village Council. Item: Village Council appointment of audit committee members Bac und• The Village Council passed resolution 68-06/07 establishing an audit committee to assist the Village Council in selection of an auditor to conduct the State mandated annual financial audit. The Village advertised for applicants to sit on the audit committee noting that the applicant must have a background in finance, audits or related experience in the financial field. The following applicants responded: 1. Frank D'Ambra a. Twenty five years experience in the financial services industry b. Currently employed as the president of Financial Concepts a consulting practice for insurance and investment firms. 2. Anthony Goedmakers a. No information supplied regarding background/experience in the financial field. b. Not currently employed 3. Eric Jolly, CPA a. Certified public accountant b. Currently employed as a senior manager -assurance and advisory business services with Ernst & Young I.I,P, West Palm Beach, Florida 4. Robert B. Rives, CPA a. Certified public accountant b. Currently employed with Rives & Company, PA, Certified Public Accountants. 5. Abby Roeloffs a. The Village has verbally been informed that Ms. Roeloffs has the necessary background/experience in the financial field to sit on the audit committee and that this information will be presented to the Village and made available to the Village Council by the October 8, 2008 Village Council meeting. 10/3/0811:40 AM Recommendation ofStaff• Staff recommends that the Village Council consider for appointment to the audit committee the applicants that have supplied written information identifying they have met the requirement that the applicant have a background in finance, audits or related experience in the financial field. At this time the applicants that meet the requirement are: 1. Frank D'Ambra 2. Eric Jolly, CPA 3. Robert B. Rives, CPA 4. Abby Roeloffs (upon receipt of written information identifying that the required background or related experience in the financial field has been met). Confidential 7.C'~'S'^C[?j `r~Nv\^ v ~C~: r Y'r1'rSk:'~~'i". ~-•~' ~ _'t i-k, ~ - - - - , 4- =ti',t~~ ~~ F`s ~l-Yt~, a l.+~v~`frlt- ~ ;inf'A~~~ FRANK D'AMBRA, III Office (561) 747-3135 23 Leeward Circle Mobile (561) 676-5308 Tequesta, Florida 33469 E-mail frankdamb3~adelphia.net CAREER SUMMARY • Twenty fiine years experience /n the financial services industry serving in positions of Progressivoery increasing responsibility with major corporations • Prvwsn ability to refocus, restructure, reinvent andlor rejuvenate organizations to achieve or exceed the goals of top management and sha-ehokiers • An exe-r~lary n3oord of sales and marketing achiev~emerrts • EquaNy comfortable in the creation and impliemer~tation of winning marketing strategies for investment products and services or insurance • Thorough knowloeclgre of the workings of aN distribution channels indudir-g broker~dea/ers, banks, independent marketing organizations, captive and non-captivve agent sysir~ms, third party distribution films, third party administrators and consulting firms • Successfully led and managed organizations with as many as 4~ employees and with responsibility for sales in excess of $4 bNNon and assets of $10 biNfon PROFESSIONAL EXPERIENCE Financial Concepts -Jupiter, Florida 2002 -Present Presidierrt Established a consulting practice for insurance and investment firms focusing on the recognition and development of market opportunities for investment and fife insurance products. Projects focused on a combination of the following components: market opportunity and competitor analysis; competitive assessment; product design and pricing; distribution d~annel structure, personnel requirements and compensation; strategic and tactical business plans and benchmarkirtg, organizational capabilities and GAP analysis; process evaluation and improvement; outsourcing of functions inducting distribution and product manufacturing; branding and technology requirements. • Assignments completed for leading investment and insurance firms. Conning CorporatioMSwiss Re Investors - Baltimore, Maryland 1999 to 2002 Swiss Re Investors merged into Conning Co. January 1, 2002 Vice President and Dinactor of fiAarketing arx/ Client Relations Built and led the marketing team for Swiss Re Investors startup entry into the asset management and advisory services maricetptace. • Developed and execwted the strategic and tactical sales and marketing plans to take Swiss Re's internal asset management and advisory capabilities, including dynamic financial analysis, fio the life and property 8~ casualty insurance markets • Functioned as the principal business developer adding 12 institutional relationsh~s with $4 billion in assets • The firm achieved full year investment sales of $830 million in 2000, $4 billion in 2001 and $3 billion in 2002. During this period Swiss Re Investors rose to rank among the top four investment firms for growth in its market segments • Partidpated kt the development of Swiss Re's new corporate branding and advertising campaign, e-commerce initiatives, and the intemet's first interactive Dynamic Financial Analysis model GE Financial Assurancre -Richmond, Virginia 1997 to 1999 Senior Vroe President, Security Brokerage ServKaes (1998 to 1999) Co-President, Financial Se-vioes Group (1997 to 1998) Senior V~oe Presklerrt, fnvestmerrt Product Managemenrt (1997 to 1998) Joined GEFA as one of the initial group of flour senior product managers. Specific responsibilities were variable annuities and 401(k) products. Appointed on an interim basis as co-president of the Financial Services Group upon the sudden departure of the President while also continuing in original role. Key objectives in this added position w~8re th accelerate the assimilation of the recently acquired company, late of Virginia, and to oversee the security brokerage and bank diannels, variable life product management, actuarial services, customer service, and marketing communications. In fmal role as Senior Vioa President, Security Brokerage Services led the tum around of the broker/dealer channel. Channels functioned as virtrral companies bringing pt+oduc~s sourced primarily from within the GE organization to a focused group of customers and their dients on a profitable basis. Slgnficant accomplishments in these roles include: • Increased the Security Broken?tge channel sales for its primary products, variable annuities and variable Nfe from $600 million to $1.2 billion • Developed a new strale9ic and tactical approach 1o the broker/dealer market, including a restructuring of the internal and external channel operations 1o greatly enhance customer responsiveness and drive sales growth • Rebuilt the sales management and wholesaling team. 7596 of the employees were new in 1998 • Exceeded channel profit target ~ $14 million by 2096 • Expanded product offerings to inctude GE mutual funds and immediate annuities • Financial Services Group achieved its 1998 profit target of $76 million. Year over year profd growth was 2796 • Created a new product management operational model which was adopted throughout the GEFA sysfiem • SucoessfuNy completed Soc Sigma Black Belt training and introduced the GE Six Sigma quality program th the diannel in tandem with executing the restructuring and process improvement plans Canada Life Assurance Company -Atlanta, Georgia 1994 to 1997 Vice President, Annuity anrJ fnvestrnent Products (1994 to 1997) President, Car-ada L.ilfe oSAmerica Financial Services (1996 to 1997) Full leadership and management responsibilities for one of three US Strategic Business Un'~ts (SBU) reporting dir~tly to the head of the US division of this $25 billion multinational insurance company. Led, directed and irrtegrated the sales, marketing, product devebpmerrt, customer service and financial aspects of the SBU for both retail and institutiorml investment products. Annualized 1997 SBU sales totaled $940 million with earnings of $16 million. • Vastly improved distribution by strengthening existing channels and adding new d~annels. Improved diversification by adding finro new product offerings, structured settlements and investment management • During the period from 1994101997 the follawing increases ware measured; variable annuity sales up from $10 miNion th $202 miNiorr, 401(k) and money management sales up from $1 million to $75 million, net earnings up from -$1.3 million to $18 million, total premium up 539610 $940 million and thtal assets up 2596th $5 billion • Suc:csssfuNy negotiated the aquisition of CL Capital Management, Inc., an instihrtional investment management firm CoMederation Line -Atlanta, Georgia 1990 to 1994 Assistant Vice Pnssrdertt, Investment Products Marketing (1991 !01994) Chief A~tketingr Ot6oer, CL Capita/ Management; -nc. (1991 !01994) Assistant Vroe President. Pension Products Marke6ngr (1990 to 1991) Initially responsible for sales and marketing of tt~e company's institutional market value and GIC products through a sales group of 10 located in 6 officers around the US. Key objective was to shift emphasis from GIC's th the market value investment products. Promothd within position in October 1991 and gained additional responsibility for retail investment products with speaal focus on variable annuities. • During the period 1990 -94, institutional market value sales increased from $21 million to over $135 million and assets from $60 million to $425 million • For the period 1991-94, variable annuity sales increased from $6 million to $310 million (annualized) and assets from $1 million do $545 million • Produced signficant increases in all key objective anus in spite of the company's rapidly declining ratings C8~S Banks -Fort Lauderdale, Fbrida 1989 to 1990 Vide Presiclant, lnstitcrtional Trust Sales Managed institutional trust sales for the state of Florida achieving a 100% revenue increase over the preceding year. MONY Financial Services -Las Angeles, California 1985 to 1989 Manager, Investment Sales - Western Region (1987 to 1989) Senior faension Consultant - SouN~east Regime (1985 ib 1986) Recognized as a bop producer for all five years. Promoted to Western Region Manager to turn around underperforming region. Increased pension investment management sales, both full service and investment only, by 250% in 1987 and again in 1988. PREVIOUS WORK HISTORY Transamerica Life Insurance and Annuity Company -Torrance, l;al'ifomia 1981 to 1985 Assistant Regional Manager Sales of investment products and servkres for retirement plans Law School (see Education and Prof~ssiona/ Development) 1979 to 1981 Transamerica Life Insurance ~ Annuity Company -Park Ridge, Illinois 1977 to 1979 Pension Represerna6ve Sales of investment products and services for retirement plans EDUCATION and PROFESSIONAL DEVELOPMENT BA in Economics University of Miami -Miami, Florida 1977 Juris Doctorate Candidate 1979 to 1981 University of Miami Sctaol of Law -Miami, Florida Certifications and Affiliations Portfolio Management Theory, University of Georgia 1993 Six Sigma Black Belt 1998 Series 7 McWilliams, Lori From: support~civicplus.com Sent: Thursday, September 25, 2008 12:54 AM To: McWilliams, Lori Subject: Online Form Submittal: Board Application Form The following form was submitted via your website: Board Application Form Select the Board, Commission, or Committee applying for:: Audit Committee Name:: Frank D'Ambra III Home Address (must be a resident of Tequesta - 18 years of age or older):: 23 Leeward Circle, Tequesta, F1, 33469 Home Phone Number:: 561-747-8581 Business Address:: 23 Leeward Circle, Tequesta F1, 33469 Business Phone Number:: 561-676-5313 Cell Phone:: Occupation:: Executive Email Address:: frankdamb~acomcast.net Length of Residency in League City:: 5 years Are you a registered voter:: Yes High School:: Barrington High School, Barrington I1 College:: University of Miami, Coral Gables, F1 Trade or Business School:: Hobbies:. Are you currently serving on other Boards, Commissions, or Committees?: No If yes, which:: Have you served on a Board, Commission, or Committee before?: No If yes, which:: Please list organization memberships and positions held:: President, Paternal Gift Farms Inc. (Homeowners association with an associated business) Director, Sentinel Lake Homeowners Association Please List Areas of Special Interest: Audit and Pension Board Please Enter Basic Resume Information Below: Hand delivered 1 • ., McWilliams, Lori From: support(c~civicplus.com Sent: Friday, September 05, 200810:17 AM To: McWilliams, Lori Subject: Online Form Submittal: Boats Application Fomn The following form was submitted via your website: Board Application Form Select the Board Commission, or Committee applying for:: Audit Committee Name:: Anthony Goedmak rs Home Address (must be a resident of Tequesta - i8 years of age or older):: 13 Quail circle Home Phone Number:: 561-747-0302 Business Address:: n/a Business Phone Number:: n/a Cell phone:: Occupation:: not employed Email Address:: eoedfam4(aihotmail.com Length of Residency in League City:: 10 years Tequesta, 12 years ]uno Beach Are you a registered voter:: Yes High School:: Nova High School Ft. Lauderdale(Davie), FL College:: BCC 8 PBCC, Fla Institute of Tech, ]ensen Bch. Trade or Business School:: North Tech Education Ctr. Riviera Beach Hobbies:: fishing, boating, scuba diving, camping,surfing, motorcycle Are you currently serving on other Boards, Commissions, or Committees?: No If yes, which:: Have you served on a Board, Commission, or Committee before?: No If yes, which:: Please list organization memberships and positions held:: Americian Red Cross-Disaster Assistance Former PADI SCUBA Divemaster Former Boyscouts of Americia member(Scout Troop leader) Former FIFA State Level Soccer Referee Former U.S. Navy Submariner Former Youth Soccer and Baseball coach Please List Areas of Special Interest: Construction all Phases, Carpentry, Electricial, Roofing, Drywall, Painting, Etc. 1 Please Enter Basic Resume Information Below: Will send resume as a-mail attachment from: eoedfam4~hotmail.com Additional Information: Form submitted on: 9/5/2008 10:17:28 AM Submitted from IP Address: 76.110.212.10 Form Address: http://www.teguesta.ore/forms.asp?FID=86 2 111 Lighthouse Cir, Unit B Tequesta, Florida 33469 Phone 561.653.3074 Fax 866.800.7584 Cell 561.714.4486 Email eric jolly@ey.com Eric Jolly, CPA F~perience 2002-Present Ernst & Young LLP West Palm Beach, Florida Senior Manager-Assurance and Advisory Business Services • Lead audit and internal control delivery of client service on largest publicly traded provider care system in Florida and other not-for-profit Florida Hospitals. • Responsible for integration of tax, audit, information technology and business advisory services. • Completed national training rotation, facilitating training in ten cities and three countries. 2001-2002 Lawnwood Regional Medical Center Fort Pierce, Florida Assistant Controller • Supervised accounting, payroll, decision support and accounts payable staff of eight. • Strengthened and unplemented controls in advance of Sarbanes Oxley Act in order to support parent company (HCA). • Tax and internal audit key contact person. 1997-2001 Alexander Aronson Finning & Co, P.C. Westborough, Massachusetts Senior Accountant • Supervise audit field work teams on an average of 10 moderate size engagements each year. • Annual three month rotation through individual and business tax returns. 1996-1997 KPMG LLP East Providence, Rhode Island Tax Staff • Completion of individual and trust tax returns at national compliance center. EducaticHt 1993-1997 Bryant University Smithfield, Rhode Island • Bachelor of Science in Business Administration (Accounting). • Minor in English. • Graduated magna cum laude. Volunteer Programs 2006 Training Facilitator - A&A Update during Healthcare Industry Conference; member of Young CPA Committee 2005-Present; chairperson of Young CPA Committee 2007-2008; elected member Florida Institute of Certified Public Accountants Board of Governors 2008-Present; member of Membership Task Force 2006-2007; member of Membership Committee 2008- Present; member Palm Beach County Young Leaders Circle 2006-Present; Town of Westminster Conservation Commission 1994-1997 McWilliams, Lori From: support@civicplus.com Sent: Sunday, September 21, 2008 7:16 PM To: McWilliams, Lori Subject: Online Form Submittal: Board Application Form The following form was submitted via your website: Board Application Form Select the Board, Commission, or Committee applying for:: Audit Committee Name:: Eric lolly ome Address (must be a resident of Tequesta - 18 years of age or older):: 111 Lighthouse Cir #B, Tequesta, FL 33469 Home Phone Number:: 5617144486 Business Address:: Ernst & Young, LLP, 250 S Australian Av #900, West Palm Beach, Florida 33469 Business Phone Number:: 5616533074 Cell Phone:: Occupation:: Certified Public Accountant/Audit Senior Manager Email Address:: eric.iolly(~ey.com Length of Residency in League City:: 3 years Are you a registered voter:: Yes High School:: Oakmont Regional High School, Ashburnham, Massachusetts College:: Bryant University, Smithfield, Rhode Island Trade or Business School:: Hobbies:: swimming at the beach, running, reading, taking the kids to soccer practice Are you currently serving on other Boards, Commissions, or Committees?: No If yes, which:: Have you served on a Board, Commission, or Committee before?: Yes If yes, which:: Westminster Massachusetts Conservation Committee, Westminster, MA Please list organization memberships and positions held:: Yice Chairman, Westminster Conservation Commission (1994-1997) elected member, Florida Institute of Certified Public Accountants Board of Governors (2008-present) Chairman, Florida Institute of Certified Public Accountants Young CPAs Committee (2007-2008) member, Florida Institute of Certified Public Accountants Young CPAs Committee (2005-present) member, American Institute of Certified Public Accountants (2001-present) 1 Please List Areas of Special Interest: I believe that I have necessary qualifications to be a member of the Village's audit committee, including a background in auditing. Some of the prominent Ernst & Young audit clients that I work on include Jupiter Medical Center, Boca Raton Community Hospital, and Health Management Associates, Int. (a NYSE traded company). Please Enter Basic Resume Information Below: A brief resume has been forwarded to lmcwilliams~tequesta.ore. Additional Information: Form submitted on: 9/21/2008 7:15:59 PM Submitted from IP Address: 65.182.34.155 Form Address: http://www.tequesta.ore/forms.asp?FID=86 2 :~ Additional backup to Item 7 Abby Roeloffs 23 Tradewinds Circle Tequesta, Florida 33469 Tel (561) 575-1219 * Cell (561) 339-0740 * Fax (561) 575-7066 Roeloffs(a~bellsouth.net October 5, 2008 JoAnn Forsythe Finance Director Village of Tequesta 345 Tequesta Drive Tequesta, FL 33469 Dear Jody: Attached is an abbreviated resume that describes some of what I've been doing for the past 25+ years. Please pick and choose what you are looking for. For the purposes you described over the phone, a summary might read: • Village of Tequesta Resident since 1996 (12 years) • Married to Norman F Roeloffs (mechanical aerospace engineer) since 1987 • 25 years as an independent consultant providing financial and organizational planning assistance to private businesses and not for profit organizations. Services include business analysis and development, accounting systems and budgets, internal controls, audit supervision and policy and procedures. • Clients have included the Palm Beach County Cultural Council, Lighthouse Center for the Arts, International Museum of Cartoon Art, Rock and Roll Hall of Fame + Museum and Atlantic City Convention Center • Served on several Boards of Trustees as treasurer, finance and audit committee chair and development committee chair. Also served as a panelist for the Palm Beach County Cultural Council's grant program. Let me know if you need anything else. Best regards, Abby Abigail Brennan Roeloffs 23 Tradewinds Circle Tequesta, Florida 33469 Tel (561) 575-1219 * Cell (561) 339-0740 * Faz (561} 575-7066 Roeloffs(a~bellsouth.net Financial and Organizational Planning Consultant Established in 1983 Operate a consulting practice specializing in the planning and financial operations of start-up and growing businesses and not-for-profit organizations. Services offered: Budgets & Proformas Business Development & Analysis Fund Accounting Fundraising & Development Internal Controls & Audits Operating Policy & Procedures Staffing Analysis Training and Supervision Recent Client and Employment History: Palm Beach County Cultural Council West Palm Beach Florida Wrote internal control manual, conducted monthly internal audits, prepared budgets and presented financial statements to the Board of Trustees. Organized and supervised annual certified audits. International Museum of Cartoon Art Boca Raton, Florida Assessed and developed strategy for revenue and operations including visitor demographics, philanthropy, corporate sponsorship, and retail operations. Retained and managed audit, public relations and marketing firms. Rock and Roll Hall of Fame + Museum Cleveland, Ohio Lead finance, budget, accounting, human resources, development and administrative functions during the planning, construction and pre-opening phases. Museum representative for the negotiation of a lease and development agreement, trust indenture and government bond issues. Principal liaison with city, county and state officials related to finance and operations. Past Volunteer Affiliations: ARTS Educational Theatre Company Benjamin Rose Institute Clean-Land Ohio Far West Center Maltz Jupiter Theatre Palm Beach County Cultural Council United Way of Northern Ohio Treasurer, Chair-Audit & Finance Committee Trustee, Development Committee Trustee, Finance Committee Trustee, Chair-Development Committee Pre-Opening Financial Services Panelist, Category B Funding Grants Volunteer Executive Telfrin, Debra From: McWilliams, Lori Sent: Wednesday, October 08, 2008 4:08 PM is Telfrin, Debra ubject: Fw: Investment Committee Resignation Can you print this and place on dais Thurs and give me a copy? TY ----- Original Message ----- From: Couzzo, Michael To: McWilliams, Lori Cc: Forsythe, Jody Sent: Wed Oct 08 15:26:02 2008 Subject: FW: Investment Committee Resignation From: Abby Roeloffs [mailto:roeloffs@bellsouth.net] Sent: Wednesday, October 08, 2008 3:15 PM To: Couzzo, Michael Cc: Forsythe, Jody Subject: Investment Committee Resignation iby Brennan Roeloffs 23 Tradewinds Circle Tequesta, FL 33469 Tel (561) 575-1219 * Cell .(561) 339-0740 * Fax (561) 575-7066 roeloffs@bellsouth.net October 8, 2008 Michael R. Couzzo llage Manager i Village of Tequesta 250 Tequesta Drive, Suite 300 Tequesta, FL 33469-0273 Dear Mr. Couzzo: It is my understanding that I cannot simultaneously serve on two Village committees. Therefore I wish to resign from the Investment Advisory Committee and serve on the Council Audit Committee. Thank you for your consideration. Very truly yours, Abby Roeloffs (Facsimile signature via email) C: Jody Forsythe, Finance Director 2 McWilliams, Lori From: support@civicplus.com Sent: Wednesday, October 01, 2008 4:40 PM To: McWilliams, Lori Subject: Online Form Submittal: Board Application Form The following form was submitted via your website: Board Application Form Select the Board, Commission, or Committee applying for:: Audit Committee Name:: Robert B. Rives Home Address (must be a resident of Tequesta - 18 years of age or older):: 67 Cinnamon P1ace,Tequesta.Fla. Home Phone Number:: 561-747-6942 Business Address:: 222 South U.S. One, Ste.#7 Business Phone Number:: 561-746-8550 Cell Phone:: Occupation:: CPA Email Address:: mrzee~(~aol.com Length of Residency in League City:: 22 years Are you a registered voter:: Yes High School:: Seabreeze High in Daytona Beach College:: The Florida State University Trade or Business School:: Hobbies:: Reading; Golf Are you currently serving on other Boards, Commissions, or Committees?: No If yes, which:: Have you served on a Board, Commission, or Committee before?: No If yes, which:: Please list organization memberships and positions held:: Past President of Rotary Club; Past President of Lighthouse Gallery of Arts;Lay Leader,Treasurer;Stewardship Chairman;Chairman of Endowment Committee of First United Methodist of Jupiter/Tequesta;Rotary Club of J/T founding member Please List Areas of Special Interest: Serve on Audit Committee of the Village 1 Please Enter Basic Resume Information Below: CPA in Florida for 39 years,including the Tequsta/Jupiter area for 32 years. 1975-1981 in Tequesta;1981-1987 in 7upiter;1981-1987,then 1987 to present in Tequesta. Conducted Audits of Goverment entities from 1977 to 2003;consulted on and assisted on Goverment entities 2004-2004. Additional Information: Form submitted on: 10/1/2008 4:40:24 PM Submitted from IP Address: 64.12.116.204 Form Address: http://www.teguesta.org/forms.asp?FID=86 2 McWilliams, Lori From: Mrzegg@aol.com Sent: Tuesday, September 30, 2008 3:42 PM To: Forsythe, Jody Subject: Resume'/Bio Robert B. Rives,C.P.A. Owned C.P.A. business in the Tequesta/Jupiterares since January 1975 [in Tequesta 1975-1981;1987-present] Resident of Tequesta since October 1986. Resident of Jupiter 1976-1985 Conducted audits of government entities 1977-2003; assisted/consulted on audits 2004 & 2005 of government entities. Past President of Rotary Club (luncheon] of Tequesta/Jupiter. Founding member of Rotary Club [breakfast] of Tequsta/Jupiter. Past President of Lighthouse Gallery of Arts. Member of First United Methodist Church of Jupiter/Tequesta; past Lay Leader;past Stewardship Chairman;past Treasurer;past Chairman of Endowment Committee. Member of Jupiter Community High School Advisory Committee 2004-2008 Coach for JTAA ;soccer;basketball;baseball Married-Gwenn; Three sons-21,19-18;One daughter-29 Graduated F.S.U.-B.S. major in Accounting and a minor in Economics. Looking for simple solutions to your real-life financial challenges? Check out WalletPop for the latest news and information, tips and calculators.